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 | $62,777 | $81,709-23.2% | $112,229-44.1% | - |
| Participation rate | 25.3% | 45.5%-20.2pp | 72.4%-47.2pp | - |
| Annual return | 14.99% | 6.32%+8.7pp | 30.20%-15.2pp | - |
| Employer contribution / active EE | $385 | $1,703-77.4% | $3,430-88.8% | - |
| Participant deferral / active EE | $952 | $2,305-58.7% | $4,798-80.2% | - |
| Admin fee / account holder | $8,487 | $7,785+9.0% | $7,748+9.5% | - |