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 | $119,614 | $95,453+25.3% | $112,040+6.8% | $82,448+45.1% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 14.68% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $304 | $2,318-86.9% | $2,954-89.7% | $2,551-88.1% |
| Participant deferral / active EE | $5,123 | $4,224+21.3% | $5,098+0.5% | $4,139+23.8% |
| Admin fee / account holder | $5,165 | $9,013-42.7% | $12,098-57.3% | $7,234-28.6% |