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 | $65,561-50.1% | $91,541-64.3% | $74,304-56.0% |
| Participation rate | 10.1% | 56.6%-46.5pp | 69.8%-59.7pp | 60.3%-50.3pp |
| Annual return | 38.65% | 17.68%+21.0pp | 20.50%+18.2pp | 29.43%+9.2pp |
| Employer contribution / active EE | $273 | $1,717-84.1% | $2,505-89.1% | $2,241-87.8% |
| Participant deferral / active EE | $1,328 | $2,918-54.5% | $4,008-66.9% | $3,767-64.8% |
| Admin fee / account holder | $610 | $3,333-81.7% | $6,956-91.2% | $2,969-79.5% |