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 | $56,935 | $181,894-68.7% | $156,549-63.6% | $273,961-79.2% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 18.08% | 30.74%-12.7pp | 32.23%-14.2pp | 41.45%-23.4pp |
| Employer contribution / active EE | $523 | $6,248-91.6% | $5,501-90.5% | $4,869-89.3% |
| Participant deferral / active EE | $8,665 | $5,550+56.1% | $4,871+77.9% | $5,287+63.9% |
| Admin fee / account holder | $16,374 | $15,559+5.2% | $13,027+25.7% | $10,132+61.6% |