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 | $34,500 | $79,557-56.6% | $118,746-70.9% | $70,131-50.8% |
| Participation rate | 51.2% | 71.4%-20.2pp | 78.3%-27.1pp | 69.5%-18.4pp |
| Annual return | 14.67% | 25.64%-11.0pp | 24.54%-9.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $578 | $2,861-79.8% | $4,193-86.2% | $2,342-75.3% |
| Participant deferral / active EE | $1,696 | $4,089-58.5% | $5,332-68.2% | $3,332-49.1% |
| Admin fee / account holder | $3,128 | $5,374-41.8% | $10,720-70.8% | $4,645-32.7% |