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 | $117,381 | $101,724+15.4% | $164,813-28.8% | $80,856+45.2% |
| Participation rate | 46.5% | 71.8%-25.3pp | 78.6%-32.1pp | 67.6%-21.1pp |
| Annual return | 18.83% | 16.72%+2.1pp | 69.93%-51.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $738 | $2,953-75.0% | $4,341-83.0% | $2,755-73.2% |
| Participant deferral / active EE | $4,686 | $4,477+4.7% | $6,031-22.3% | $4,296+9.1% |
| Admin fee / account holder | $2,932 | $8,227-64.4% | $12,690-76.9% | $6,918-57.6% |