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 | $120,302 | $93,571+28.6% | $135,903-11.5% | $75,163+60.1% |
| Participation rate | 68.3% | 75.2%-6.9pp | 81.9%-13.6pp | 67.2%+1.1pp |
| Annual return | 20.76% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $482 | $3,537-86.4% | $4,856-90.1% | $2,670-81.9% |
| Participant deferral / active EE | $5,767 | $6,404-9.9% | $7,758-25.7% | $4,125+39.8% |
| Admin fee / account holder | $10,714 | $6,975+53.6% | $10,762-0.4% | $5,651+89.6% |