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 | $50,837 | $86,929-41.5% | $102,423-50.4% | $80,856-37.1% |
| Participation rate | 69.4% | 72.4%-2.9pp | 76.5%-7.0pp | 67.6%+1.8pp |
| Annual return | 12.25% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $466 | $2,369-80.3% | $3,023-84.6% | $2,755-83.1% |
| Participant deferral / active EE | $3,078 | $4,118-25.3% | $5,053-39.1% | $4,296-28.3% |
| Admin fee / account holder | $4,926 | $8,049-38.8% | $9,451-47.9% | $6,918-28.8% |