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 | $42,986 | $69,362-38.0% | $101,248-57.5% | $73,488-41.5% |
| Participation rate | 55.8% | 68.4%-12.6pp | 75.8%-20.0pp | 70.7%-14.9pp |
| Annual return | 19.79% | 18.46%+1.3pp | 46.47%-26.7pp | 28.51%-8.7pp |
| Employer contribution / active EE | $602 | $2,628-77.1% | $3,660-83.5% | $2,270-73.5% |
| Participant deferral / active EE | $2,153 | $3,300-34.7% | $4,370-50.7% | $3,740-42.4% |
| Admin fee / account holder | $1,689 | $704+140.1% | $5,945-71.6% | $513+229.2% |