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 | $52,942 | $76,367-30.7% | $93,606-43.4% | $72,985-27.5% |
| Participation rate | 53.8% | 71.7%-17.9pp | 75.8%-22.0pp | 69.5%-15.6pp |
| Annual return | 22.12% | 25.82%-3.7pp | 32.76%-10.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $297 | $2,275-87.0% | $2,718-89.1% | $2,440-87.8% |
| Participant deferral / active EE | $1,389 | $3,538-60.7% | $4,069-65.9% | $3,607-61.5% |
| Admin fee / account holder | $6,407 | $6,838-6.3% | $7,888-18.8% | $5,124+25.0% |