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 | $78,041 | $127,065-38.6% | $113,168-31.0% | $142,382-45.2% |
| Participation rate | 59.1% | 79.2%-20.1pp | 76.6%-17.5pp | 80.1%-21.0pp |
| Annual return | 14.68% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $222 | $3,442-93.5% | $2,975-92.5% | $4,299-94.8% |
| Participant deferral / active EE | $1,885 | $5,716-67.0% | $5,107-63.1% | $6,507-71.0% |
| Admin fee / account holder | $2,595 | $15,736-83.5% | $12,068-78.5% | $12,624-79.4% |