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 | $14,174 | $37,426-62.1% | $77,482-81.7% | $79,858-82.3% |
| Participation rate | 21.1% | 41.5%-20.4pp | 54.2%-33.1pp | 69.6%-48.5pp |
| Annual return | 32.60% | 39.70%-7.1pp | 54.79%-22.2pp | 31.71%+0.9pp |
| Employer contribution / active EE | $21 | $637-96.7% | $986-97.9% | $2,471-99.2% |
| Participant deferral / active EE | $604 | $1,260-52.1% | $1,861-67.5% | $3,740-83.8% |
| Admin fee / account holder | $301 | $2,504-88.0% | $2,858-89.5% | $5,306-94.3% |