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 | $36,863 | $56,423-34.7% | $77,163-52.2% | $71,457-48.4% |
| Participation rate | 27.7% | 64.3%-36.6pp | 69.6%-41.8pp | 67.9%-40.2pp |
| Annual return | 14.54% | 19.05%-4.5pp | 37.87%-23.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $364 | $1,866-80.5% | $2,535-85.6% | $2,588-85.9% |
| Participant deferral / active EE | $1,336 | $3,142-57.5% | $3,833-65.2% | $4,289-68.9% |
| Admin fee / account holder | $2,019 | $1,429+41.3% | $5,472-63.1% | $1,587+27.2% |