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 | $32,715 | $63,904-48.8% | $89,340-63.4% | $67,986-51.9% |
| Participation rate | 10.1% | 54.3%-44.3pp | 69.6%-59.5pp | 57.2%-47.1pp |
| Annual return | 38.65% | 18.09%+20.6pp | 20.57%+18.1pp | 31.67%+7.0pp |
| Employer contribution / active EE | $273 | $1,627-83.2% | $2,231-87.8% | $2,019-86.5% |
| Participant deferral / active EE | $1,328 | $2,691-50.7% | $3,823-65.3% | $3,358-60.5% |
| Admin fee / account holder | $610 | $3,315-81.6% | $6,704-90.9% | $3,203-81.0% |