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 5-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 | $11,416 | $48,230-76.3% | $67,502-83.1% | $80,856-85.9% |
| Participation rate | 66.2% | 66.4%-0.1pp | 72.9%-6.6pp | 67.6%-1.4pp |
| Annual return | 13.28% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $260 | $2,020-87.1% | $2,731-90.5% | $2,755-90.6% |
| Participant deferral / active EE | $2,382 | $2,924-18.5% | $4,000-40.4% | $4,296-44.5% |
| Admin fee / account holder | $589 | $3,681-84.0% | $3,998-85.3% | $6,918-91.5% |