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 | $133,981 | $148,978-10.1% | $200,582-33.2% | $84,808+58.0% |
| Participation rate | 54.9% | 84.2%-29.3pp | 86.9%-32.0pp | 68.3%-13.4pp |
| Annual return | 17.26% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $936 | $4,815-80.6% | $6,419-85.4% | $2,631-64.4% |
| Participant deferral / active EE | $5,432 | $7,142-23.9% | $9,331-41.8% | $4,212+29.0% |
| Admin fee / account holder | $1,968 | $13,977-85.9% | $16,305-87.9% | $7,344-73.2% |