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 | $117,658 | $78,705+49.5% | $117,854-0.2% | $70,131+67.8% |
| Participation rate | 22.9% | 73.2%-50.3pp | 79.7%-56.8pp | 69.5%-46.7pp |
| Annual return | 17.61% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $317 | $2,223-85.7% | $3,786-91.6% | $2,342-86.5% |
| Participant deferral / active EE | $1,833 | $3,297-44.4% | $4,482-59.1% | $3,332-45.0% |
| Admin fee / account holder | $1,731 | $5,065-65.8% | $8,020-78.4% | $4,645-62.7% |