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 | $49,825 | $84,233-40.8% | $170,442-70.8% | $70,131-29.0% |
| Participation rate | 10.5% | 70.8%-60.3pp | 83.6%-73.1pp | 69.5%-59.0pp |
| Annual return | 21.35% | 23.06%-1.7pp | 205.93%-184.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $258 | $3,387-92.4% | $5,433-95.2% | $2,342-89.0% |
| Participant deferral / active EE | $846 | $3,086-72.6% | $4,939-82.9% | $3,332-74.6% |
| Admin fee / account holder | $946 | $5,698-83.4% | $13,880-93.2% | $4,645-79.6% |