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 | $100,707 | $76,367+31.9% | $93,606+7.6% | $72,985+38.0% |
| Participation rate | 56.4% | 71.7%-15.3pp | 75.8%-19.4pp | 69.5%-13.1pp |
| Annual return | 19.59% | 25.82%-6.2pp | 32.76%-13.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $249 | $2,275-89.1% | $2,718-90.8% | $2,440-89.8% |
| Participant deferral / active EE | $2,073 | $3,538-41.4% | $4,069-49.1% | $3,607-42.5% |
| Admin fee / account holder | $1,382 | $6,838-79.8% | $7,888-82.5% | $5,124-73.0% |