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 | $38,710 | $56,277-31.2% | $80,975-52.2% | $62,891-38.4% |
| Participation rate | 69.8% | 69.0%+0.8pp | 75.8%-6.0pp | 69.3%+0.5pp |
| Annual return | 7.73% | 22.12%-14.4pp | 17.10%-9.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $75 | $1,943-96.1% | $3,714-98.0% | $2,281-96.7% |
| Participant deferral / active EE | $2,752 | $4,195-34.4% | $5,696-51.7% | $3,203-14.1% |
| Admin fee / account holder | $376 | $3,741-89.9% | $5,516-93.2% | $4,296-91.2% |