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 | $76,701 | $80,968-5.3% | $96,544-20.6% | $75,163+2.0% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 16.70% | 27.06%-10.4pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $631 | $2,282-72.4% | $2,965-78.7% | $2,670-76.4% |
| Participant deferral / active EE | $7,137 | $3,928+81.7% | $4,851+47.1% | $4,125+73.0% |
| Admin fee / account holder | $5,493 | $6,724-18.3% | $8,252-33.4% | $5,651-2.8% |