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 | $57,145 | $67,606-15.5% | $82,313-30.6% | $70,131-18.5% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.7pp |
| Annual return | 12.74% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $125 | $1,755-92.9% | $2,428-94.9% | $2,342-94.7% |
| Participant deferral / active EE | $2,049 | $2,987-31.4% | $3,706-44.7% | $3,332-38.5% |
| Admin fee / account holder | $3,360 | $4,512-25.5% | $5,608-40.1% | $4,645-27.7% |