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 | $26,163 | $59,097-55.7% | $82,389-68.2% | $74,304-64.8% |
| Participation rate | 17.7% | 52.8%-35.1pp | 69.5%-51.9pp | 60.3%-42.7pp |
| Annual return | 16.94% | 22.85%-5.9pp | 28.67%-11.7pp | 29.43%-12.5pp |
| Employer contribution / active EE | $87 | $1,601-94.5% | $2,517-96.5% | $2,241-96.1% |
| Participant deferral / active EE | $916 | $2,775-67.0% | $4,155-78.0% | $3,767-75.7% |
| Admin fee / account holder | $5,773 | $4,489+28.6% | $7,231-20.2% | $2,969+94.4% |