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 | $50,901 | $88,083-42.2% | $164,813-69.1% | $74,495-31.7% |
| Participation rate | 58.4% | 73.0%-14.7pp | 78.6%-20.2pp | 67.2%-8.8pp |
| Annual return | 12.60% | 17.26%-4.7pp | 69.93%-57.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $542 | $2,593-79.1% | $4,341-87.5% | $2,623-79.3% |
| Participant deferral / active EE | $4,085 | $4,498-9.2% | $6,031-32.3% | $4,346-6.0% |
| Admin fee / account holder | $2,306 | $2,234+3.2% | $12,690-81.8% | $1,942+18.7% |