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 | $106,006 | $80,717+31.3% | $154,803-31.5% | $84,808+25.0% |
| Participation rate | 14.7% | 66.8%-52.1pp | 78.1%-63.4pp | 68.3%-53.6pp |
| Annual return | 15.82% | 37.96%-22.1pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $260 | $2,761-90.6% | $4,305-94.0% | $2,631-90.1% |
| Participant deferral / active EE | $963 | $3,303-70.9% | $5,540-82.6% | $4,212-77.1% |
| Admin fee / account holder | $790 | $6,746-88.3% | $14,329-94.5% | $7,344-89.2% |