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 | $35,074 | $68,719-49.0% | $91,541-61.7% | $84,808-58.6% |
| Participation rate | 29.1% | 64.5%-35.4pp | 69.8%-40.7pp | 68.3%-39.2pp |
| Annual return | 15.30% | 19.12%-3.8pp | 20.50%-5.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $14 | $1,920-99.3% | $2,505-99.5% | $2,631-99.5% |
| Participant deferral / active EE | $1,671 | $3,136-46.7% | $4,008-58.3% | $4,212-60.3% |
| Admin fee / account holder | $5,129 | $5,786-11.4% | $6,956-26.3% | $7,344-30.2% |