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 | $34,738 | $88,707-60.8% | $74,183-53.2% | $273,961-87.3% |
| Participation rate | 68.2% | 79.4%-11.3pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 7.56% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $493 | $3,159-84.4% | $2,370-79.2% | $4,869-89.9% |
| Participant deferral / active EE | $2,098 | $4,212-50.2% | $3,550-40.9% | $5,287-60.3% |
| Admin fee / account holder | $689 | $8,717-92.1% | $5,586-87.7% | $10,132-93.2% |