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 | $74,480 | $95,803-22.3% | $113,168-34.2% | $84,808-12.2% |
| Participation rate | 65.8% | 72.9%-7.0pp | 76.6%-10.7pp | 68.3%-2.5pp |
| Annual return | 15.05% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $666 | $2,360-71.8% | $2,975-77.6% | $2,631-74.7% |
| Participant deferral / active EE | $3,154 | $4,242-25.7% | $5,107-38.2% | $4,212-25.1% |
| Admin fee / account holder | $1,090 | $8,989-87.9% | $12,068-91.0% | $7,344-85.2% |