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 | $103,662 | $89,753+15.5% | $107,525-3.6% | $84,808+22.2% |
| Participation rate | 48.5% | 68.1%-19.5pp | 75.1%-26.5pp | 68.3%-19.8pp |
| Annual return | 14.17% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $384 | $3,113-87.7% | $3,754-89.8% | $2,631-85.4% |
| Participant deferral / active EE | $2,072 | $4,056-48.9% | $5,116-59.5% | $4,212-50.8% |
| Admin fee / account holder | $5,054 | $7,222-30.0% | $8,919-43.3% | $7,344-31.2% |