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 | $87,536 | $91,407-4.2% | $135,903-35.6% | $71,457+22.5% |
| Participation rate | 46.2% | 75.7%-29.4pp | 81.9%-35.7pp | 67.9%-21.7pp |
| Annual return | 18.48% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $64 | $3,703-98.3% | $4,856-98.7% | $2,588-97.5% |
| Participant deferral / active EE | $4,224 | $7,092-40.4% | $7,758-45.6% | $4,289-1.5% |
| Admin fee / account holder | $1,916 | $1,266+51.3% | $10,762-82.2% | $1,587+20.7% |