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 | $80,930 | $101,724-20.4% | $164,813-50.9% | $80,856+0.1% |
| Participation rate | 55.8% | 71.8%-16.0pp | 78.6%-22.8pp | 67.6%-11.8pp |
| Annual return | 10.95% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.6pp |
| Employer contribution / active EE | $695 | $2,953-76.5% | $4,341-84.0% | $2,755-74.8% |
| Participant deferral / active EE | $3,624 | $4,477-19.1% | $6,031-39.9% | $4,296-15.6% |
| Admin fee / account holder | $2,159 | $8,227-73.8% | $12,690-83.0% | $6,918-68.8% |