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 | $61,121 | $80,673-24.2% | $101,326-39.7% | $84,808-27.9% |
| Participation rate | 68.9% | 77.8%-8.9pp | 81.5%-12.6pp | 68.3%+0.6pp |
| Annual return | 19.56% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,308 | $6,840+21.5% | $7,994+3.9% | $4,212+97.3% |
| Admin fee / account holder | $4,792 | $12,784-62.5% | $11,185-57.2% | $7,344-34.7% |