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 | $65,067 | $106,749-39.0% | $145,433-55.3% | $82,448-21.1% |
| Participation rate | 63.0% | 75.6%-12.6pp | 82.1%-19.1pp | 68.1%-5.1pp |
| Annual return | 15.42% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $616 | $3,444-82.1% | $4,554-86.5% | $2,551-75.8% |
| Participant deferral / active EE | $3,252 | $6,519-50.1% | $7,897-58.8% | $4,139-21.4% |
| Admin fee / account holder | $1,208 | $8,390-85.6% | $13,129-90.8% | $7,234-83.3% |