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 | $102,567 | $78,672+30.4% | $109,143-6.0% | $85,850+19.5% |
| Participation rate | 67.4% | 68.3%-0.8pp | 75.9%-8.4pp | 69.3%-1.9pp |
| Annual return | 12.56% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $129 | $2,735-95.3% | $3,722-96.5% | $2,565-95.0% |
| Participant deferral / active EE | $2,573 | $3,467-25.8% | $4,653-44.7% | $3,952-34.9% |
| Admin fee / account holder | $926 | $5,469-83.1% | $6,752-86.3% | $6,260-85.2% |