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 | $82,487 | $86,286-4.4% | $111,297-25.9% | $85,850-3.9% |
| Participation rate | 56.8% | 73.3%-16.5pp | 77.3%-20.5pp | 69.3%-12.5pp |
| Annual return | 13.48% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $407 | $2,043-80.1% | $2,731-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $4,568 | $3,641+25.5% | $4,487+1.8% | $3,952+15.6% |
| Admin fee / account holder | $7,481 | $8,188-8.6% | $7,964-6.1% | $6,260+19.5% |