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 | $56,987 | $83,477-31.7% | $125,175-54.5% | $72,985-21.9% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.4pp | 69.5%-16.2pp |
| Annual return | 32.05% | 25.78%+6.3pp | 43.79%-11.7pp | 81.00%-49.0pp |
| Employer contribution / active EE | $447 | $2,345-80.9% | $3,865-88.4% | $2,440-81.7% |
| Participant deferral / active EE | $1,916 | $3,585-46.6% | $4,937-61.2% | $3,607-46.9% |
| Admin fee / account holder | $2,039 | $5,517-63.0% | $9,702-79.0% | $5,124-60.2% |