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 | $112,074 | $67,606+65.8% | $82,313+36.2% | $70,131+59.8% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 15.24% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $257 | $1,755-85.4% | $2,428-89.4% | $2,342-89.0% |
| Participant deferral / active EE | $2,124 | $2,987-28.9% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $454 | $4,512-89.9% | $5,608-91.9% | $4,645-90.2% |