See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,606 | $87,013-67.1% | $106,213-73.1% | $80,856-64.6% |
| Participation rate | 60.5% | 70.4%-10.0pp | 75.3%-14.8pp | 67.6%-7.2pp |
| Annual return | 14.22% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $572 | $2,395-76.1% | $3,171-82.0% | $2,755-79.2% |
| Participant deferral / active EE | $2,694 | $3,986-32.4% | $5,016-46.3% | $4,296-37.3% |
| Admin fee / account holder | $2,527 | $8,431-70.0% | $11,033-77.1% | $6,918-63.5% |