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 | $48,503 | $69,977-30.7% | $108,579-55.3% | $62,891-22.9% |
| Participation rate | 68.5% | 72.9%-4.4pp | 79.6%-11.1pp | 69.3%-0.8pp |
| Annual return | 9.32% | 10.73%-1.4pp | -51.70%+61.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $412 | $2,135-80.7% | $3,758-89.0% | $2,281-81.9% |
| Participant deferral / active EE | $2,024 | $3,165-36.1% | $4,311-53.1% | $3,203-36.8% |
| Admin fee / account holder | $437 | $5,076-91.4% | $7,645-94.3% | $4,296-89.8% |