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 | $165,701 | $163,101+1.6% | $136,749+21.2% | $142,382+16.4% |
| Participation rate | 47.4% | 78.2%-30.9pp | 72.1%-24.8pp | 80.1%-32.8pp |
| Annual return | 16.30% | 27.54%-11.2pp | 24.33%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $203 | $4,117-95.1% | $3,400-94.0% | $4,299-95.3% |
| Participant deferral / active EE | $2,032 | $5,585-63.6% | $4,692-56.7% | $6,507-68.8% |
| Admin fee / account holder | $13,628 | $14,318-4.8% | $11,386+19.7% | $12,624+8.0% |