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 | $57,754 | $57,541+0.4% | $95,745-39.7% | $75,163-23.2% |
| Participation rate | 29.5% | 62.5%-33.0pp | 72.3%-42.8pp | 67.2%-37.7pp |
| Annual return | 32.21% | 34.93%-2.7pp | 28.35%+3.9pp | 160.62%-128.4pp |
| Employer contribution / active EE | $148 | $1,808-91.8% | $2,835-94.8% | $2,670-94.4% |
| Participant deferral / active EE | $1,516 | $3,074-50.7% | $4,245-64.3% | $4,125-63.2% |
| Admin fee / account holder | $591 | $4,099-85.6% | $5,678-89.6% | $5,651-89.5% |