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 | $101,889 | $76,367+33.4% | $93,606+8.8% | $72,985+39.6% |
| Participation rate | 53.3% | 71.7%-18.4pp | 75.8%-22.5pp | 69.5%-16.2pp |
| Annual return | 24.37% | 25.82%-1.4pp | 32.76%-8.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $257 | $2,275-88.7% | $2,718-90.5% | $2,440-89.4% |
| Participant deferral / active EE | $1,582 | $3,538-55.3% | $4,069-61.1% | $3,607-56.1% |
| Admin fee / account holder | $1,794 | $6,838-73.8% | $7,888-77.3% | $5,124-65.0% |