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 | $40,128 | $87,841-54.3% | $133,980-70.0% | $62,891-36.2% |
| Participation rate | 58.1% | 83.4%-25.3pp | 87.1%-29.0pp | 69.3%-11.2pp |
| Annual return | 7.49% | 12.05%-4.6pp | 29.30%-21.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $658 | $3,483-81.1% | $5,211-87.4% | $2,281-71.1% |
| Participant deferral / active EE | $2,633 | $4,812-45.3% | $6,282-58.1% | $3,203-17.8% |
| Admin fee / account holder | $547 | $5,371-89.8% | $9,324-94.1% | $4,296-87.3% |