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 | $78,520-22.2% | $96,576-36.7% | $82,448-25.9% |
| Participation rate | 68.9% | 77.7%-8.8pp | 81.4%-12.5pp | 68.1%+0.9pp |
| Annual return | 19.56% | 41.30%-21.7pp | 38.47%-18.9pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,308 | $6,754+23.0% | $7,956+4.4% | $4,139+100.7% |
| Admin fee / account holder | $4,792 | $13,455-64.4% | $11,381-57.9% | $7,234-33.8% |