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 5-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 | $81,278 | $74,927+8.5% | $101,794-20.2% | $84,808-4.2% |
| Participation rate | 12.4% | 61.4%-49.0pp | 69.2%-56.8pp | 68.3%-56.0pp |
| Annual return | 21.45% | 18.70%+2.8pp | 30.53%-9.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $143 | $1,522-90.6% | $2,289-93.8% | $2,631-94.6% |
| Participant deferral / active EE | $1,626 | $3,099-47.5% | $4,084-60.2% | $4,212-61.4% |
| Admin fee / account holder | $1,230 | $6,514-81.1% | $8,777-86.0% | $7,344-83.3% |