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 | $69,772 | $81,248-14.1% | $155,509-55.1% | $80,856-13.7% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.6%-11.2pp |
| Annual return | 16.99% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $219 | $3,100-92.9% | $4,672-95.3% | $2,755-92.1% |
| Participant deferral / active EE | $6,012 | $3,452+74.2% | $5,626+6.9% | $4,296+40.0% |
| Admin fee / account holder | $7,697 | $7,997-3.8% | $15,912-51.6% | $6,918+11.3% |