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 | $54,962 | $78,422-29.9% | $95,952-42.7% | $79,858-31.2% |
| Participation rate | 36.7% | 73.5%-36.8pp | 77.1%-40.3pp | 69.6%-32.9pp |
| Annual return | 21.55% | 19.37%+2.2pp | 91.61%-70.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $448 | $1,945-77.0% | $2,541-82.4% | $2,471-81.9% |
| Participant deferral / active EE | $1,810 | $3,440-47.4% | $4,167-56.6% | $3,740-51.6% |
| Admin fee / account holder | $684 | $5,622-87.8% | $6,795-89.9% | $5,306-87.1% |