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 | $80,143 | $94,625-15.3% | $116,228-31.0% | $84,808-5.5% |
| Participation rate | 57.4% | 70.4%-13.0pp | 74.6%-17.1pp | 68.3%-10.9pp |
| Annual return | 14.50% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $297 | $2,347-87.3% | $2,994-90.1% | $2,631-88.7% |
| Participant deferral / active EE | $3,821 | $3,972-3.8% | $4,953-22.9% | $4,212-9.3% |
| Admin fee / account holder | $1,238 | $10,091-87.7% | $11,989-89.7% | $7,344-83.1% |