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 | $70,623 | $95,803-26.3% | $113,168-37.6% | $84,808-16.7% |
| Participation rate | 64.6% | 72.9%-8.3pp | 76.6%-12.0pp | 68.3%-3.7pp |
| Annual return | 14.66% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $396 | $2,360-83.2% | $2,975-86.7% | $2,631-84.9% |
| Participant deferral / active EE | $3,641 | $4,242-14.2% | $5,107-28.7% | $4,212-13.5% |
| Admin fee / account holder | $1,743 | $8,989-80.6% | $12,068-85.6% | $7,344-76.3% |