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 | $27,722 | $72,277-61.6% | $101,248-72.6% | $79,858-65.3% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 18.57% | 22.30%-3.7pp | 46.47%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $354 | $2,692-86.8% | $3,660-90.3% | $2,471-85.7% |
| Participant deferral / active EE | $1,581 | $3,282-51.8% | $4,370-63.8% | $3,740-57.7% |
| Admin fee / account holder | $957 | $4,400-78.2% | $5,945-83.9% | $5,306-82.0% |