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 | $69,698 | $83,477-16.5% | $125,175-44.3% | $72,985-4.5% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 16.62% | 25.78%-9.2pp | 43.79%-27.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $17 | $2,345-99.3% | $3,865-99.6% | $2,440-99.3% |
| Participant deferral / active EE | $1,712 | $3,585-52.2% | $4,937-65.3% | $3,607-52.5% |
| Admin fee / account holder | $10,236 | $5,517+85.5% | $9,702+5.5% | $5,124+99.8% |