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 | $95,664 | $95,803-0.1% | $113,168-15.5% | $84,808+12.8% |
| Participation rate | 65.4% | 72.9%-7.5pp | 76.6%-11.2pp | 68.3%-2.9pp |
| Annual return | 72.05% | 25.00%+47.0pp | 24.27%+47.8pp | 40.90%+31.2pp |
| Employer contribution / active EE | $615 | $2,360-74.0% | $2,975-79.3% | $2,631-76.6% |
| Participant deferral / active EE | $3,873 | $4,242-8.7% | $5,107-24.2% | $4,212-8.1% |
| Admin fee / account holder | $4,771 | $8,989-46.9% | $12,068-60.5% | $7,344-35.0% |