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 | $90,919 | $58,512+55.4% | $84,015+8.2% | $72,985+24.6% |
| Participation rate | 35.3% | 61.2%-25.9pp | 69.0%-33.7pp | 69.5%-34.2pp |
| Annual return | 20.43% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $27 | $1,163-97.7% | $1,983-98.6% | $2,440-98.9% |
| Participant deferral / active EE | $1,281 | $2,394-46.5% | $3,239-60.5% | $3,607-64.5% |
| Admin fee / account holder | $6,981 | $4,569+52.8% | $6,101+14.4% | $5,124+36.2% |