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 5-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 | $47,053 | $86,929-45.9% | $102,423-54.1% | $80,856-41.8% |
| Participation rate | 58.3% | 72.4%-14.0pp | 76.5%-18.2pp | 67.6%-9.3pp |
| Annual return | 55.87% | 18.88%+37.0pp | 29.32%+26.5pp | 35.59%+20.3pp |
| Employer contribution / active EE | $507 | $2,369-78.6% | $3,023-83.2% | $2,755-81.6% |
| Participant deferral / active EE | $2,983 | $4,118-27.6% | $5,053-41.0% | $4,296-30.6% |
| Admin fee / account holder | $1,342 | $8,049-83.3% | $9,451-85.8% | $6,918-80.6% |