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 | $67,969 | $91,552-25.8% | $133,956-49.3% | $79,858-14.9% |
| Participation rate | 60.5% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.1pp |
| Annual return | 10.78% | 61.85%-51.1pp | 45.09%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $548 | $2,384-77.0% | $3,919-86.0% | $2,471-77.8% |
| Participant deferral / active EE | $2,368 | $3,733-36.6% | $5,048-53.1% | $3,740-36.7% |
| Admin fee / account holder | $1,621 | $6,321-74.4% | $8,927-81.8% | $5,306-69.5% |