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 | $103,462 | $101,724+1.7% | $164,813-37.2% | $80,856+28.0% |
| Participation rate | 27.5% | 71.8%-44.4pp | 78.6%-51.1pp | 67.6%-40.2pp |
| Annual return | 12.28% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $336 | $2,953-88.6% | $4,341-92.3% | $2,755-87.8% |
| Participant deferral / active EE | $2,096 | $4,477-53.2% | $6,031-65.2% | $4,296-51.2% |
| Admin fee / account holder | $3,314 | $8,227-59.7% | $12,690-73.9% | $6,918-52.1% |