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 | $28,100 | $93,571-70.0% | $135,903-79.3% | $75,163-62.6% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 25.16% | 30.90%-5.7pp | 68.23%-43.1pp | 160.62%-135.5pp |
| Employer contribution / active EE | $538 | $3,537-84.8% | $4,856-88.9% | $2,670-79.9% |
| Participant deferral / active EE | $4,534 | $6,404-29.2% | $7,758-41.6% | $4,125+9.9% |
| Admin fee / account holder | $310 | $6,975-95.6% | $10,762-97.1% | $5,651-94.5% |