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 | $23,949 | $45,035-46.8% | $62,995-62.0% | $70,131-65.9% |
| Participation rate | 53.7% | 69.5%-15.9pp | 74.8%-21.1pp | 69.5%-15.9pp |
| Annual return | 18.43% | 18.76%-0.3pp | 87.57%-69.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $144 | $2,051-93.0% | $2,759-94.8% | $2,342-93.9% |
| Participant deferral / active EE | $1,500 | $2,465-39.1% | $3,329-54.9% | $3,332-55.0% |
| Admin fee / account holder | $315 | $2,834-88.9% | $3,600-91.3% | $4,645-93.2% |