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 | $78,429 | $76,670+2.3% | $96,683-18.9% | $71,457+9.8% |
| Participation rate | 48.3% | 66.6%-18.3pp | 74.3%-26.1pp | 67.9%-19.7pp |
| Annual return | 23.01% | 48.29%-25.3pp | 35.69%-12.7pp | 28.85%-5.8pp |
| Employer contribution / active EE | $760 | $3,031-74.9% | $3,737-79.7% | $2,588-70.6% |
| Participant deferral / active EE | $6,745 | $3,771+78.9% | $4,878+38.3% | $4,289+57.3% |
| Admin fee / account holder | $2,864 | $2,028+41.2% | $6,730-57.4% | $1,587+80.4% |