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 | $54,521 | $116,175-53.1% | $93,606-41.8% | $152,861-64.3% |
| Participation rate | 65.2% | 78.0%-12.8pp | 75.8%-10.6pp | 82.4%-17.2pp |
| Annual return | 21.36% | 35.96%-14.6pp | 32.76%-11.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $322 | $3,218-90.0% | $2,718-88.2% | $4,762-93.2% |
| Participant deferral / active EE | $1,763 | $4,603-61.7% | $4,069-56.7% | $5,850-69.9% |
| Admin fee / account holder | $11,405 | $10,748+6.1% | $7,888+44.6% | $11,596-1.7% |