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 | $96,639 | $101,724-5.0% | $164,813-41.4% | $80,856+19.5% |
| Participation rate | 69.8% | 71.8%-2.1pp | 78.6%-8.8pp | 67.6%+2.1pp |
| Annual return | 12.08% | 16.72%-4.6pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $625 | $2,953-78.8% | $4,341-85.6% | $2,755-77.3% |
| Participant deferral / active EE | $2,362 | $4,477-47.2% | $6,031-60.8% | $4,296-45.0% |
| Admin fee / account holder | $749 | $8,227-90.9% | $12,690-94.1% | $6,918-89.2% |