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 | $15,826 | $54,762-71.1% | $90,281-82.5% | $72,985-78.3% |
| Participation rate | 57.1% | 65.1%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 22.48% | 30.63%-8.2pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $129 | $2,092-93.8% | $2,854-95.5% | $2,440-94.7% |
| Participant deferral / active EE | $3,653 | $2,887+26.5% | $3,885-6.0% | $3,607+1.3% |
| Admin fee / account holder | $901 | $3,972-77.3% | $5,351-83.2% | $5,124-82.4% |