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 | $110,254 | $84,233+30.9% | $170,442-35.3% | $70,131+57.2% |
| Participation rate | 7.7% | 70.8%-63.1pp | 83.6%-75.9pp | 69.5%-61.8pp |
| Annual return | 17.04% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $164 | $3,387-95.2% | $5,433-97.0% | $2,342-93.0% |
| Participant deferral / active EE | $1,384 | $3,086-55.2% | $4,939-72.0% | $3,332-58.5% |
| Admin fee / account holder | $1,627 | $5,698-71.5% | $13,880-88.3% | $4,645-65.0% |