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 | $76,867 | $109,413-29.7% | $156,263-50.8% | $84,808-9.4% |
| Participation rate | 68.6% | 72.7%-4.1pp | 78.9%-10.3pp | 68.3%+0.3pp |
| Annual return | 17.33% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $551 | $2,907-81.0% | $4,333-87.3% | $2,631-79.0% |
| Participant deferral / active EE | $4,712 | $4,590+2.7% | $6,158-23.5% | $4,212+11.9% |
| Admin fee / account holder | $381 | $9,357-95.9% | $14,255-97.3% | $7,344-94.8% |