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 | $89,224 | $83,477+6.9% | $125,175-28.7% | $72,985+22.3% |
| Participation rate | 59.2% | 73.3%-14.1pp | 79.8%-20.6pp | 69.5%-10.3pp |
| Annual return | 23.14% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $394 | $2,345-83.2% | $3,865-89.8% | $2,440-83.9% |
| Participant deferral / active EE | $2,112 | $3,585-41.1% | $4,937-57.2% | $3,607-41.5% |
| Admin fee / account holder | $3,234 | $5,517-41.4% | $9,702-66.7% | $5,124-36.9% |