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 | $100,433 | $86,929+15.5% | $102,423-1.9% | $80,856+24.2% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.6%-6.1pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $659 | $2,369-72.2% | $3,023-78.2% | $2,755-76.1% |
| Participant deferral / active EE | $6,781 | $4,118+64.6% | $5,053+34.2% | $4,296+57.9% |
| Admin fee / account holder | $26,139 | $8,049+224.7% | $9,451+176.6% | $6,918+277.8% |