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 | $24,695 | $96,557-74.4% | $80,975-69.5% | $273,961-91.0% |
| Participation rate | 16.7% | 79.1%-62.4pp | 75.8%-59.1pp | 83.0%-66.3pp |
| Annual return | 5.56% | 15.14%-9.6pp | 17.10%-11.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $343 | $4,868-93.0% | $3,714-90.8% | $4,869-93.0% |
| Participant deferral / active EE | $2,333 | $6,598-64.6% | $5,696-59.0% | $5,287-55.9% |
| Admin fee / account holder | $647 | $7,492-91.4% | $5,516-88.3% | $10,132-93.6% |