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 | $95,268 | $82,523+15.4% | $115,752-17.7% | $70,131+35.8% |
| Participation rate | 30.0% | 74.0%-44.0pp | 77.8%-47.8pp | 69.5%-39.5pp |
| Annual return | 19.77% | 28.22%-8.4pp | 19.41%+0.4pp | 73.14%-53.4pp |
| Employer contribution / active EE | $249 | $2,758-91.0% | $3,492-92.9% | $2,342-89.4% |
| Participant deferral / active EE | $2,308 | $4,062-43.2% | $5,204-55.6% | $3,332-30.7% |
| Admin fee / account holder | $2,737 | $4,552-39.9% | $6,278-56.4% | $4,645-41.1% |