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 | $93,140 | $86,929+7.1% | $102,423-9.1% | $80,856+15.2% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.3pp | 67.6%-10.5pp |
| Annual return | 14.14% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $671 | $2,369-71.7% | $3,023-77.8% | $2,755-75.6% |
| Participant deferral / active EE | $2,243 | $4,118-45.5% | $5,053-55.6% | $4,296-47.8% |
| Admin fee / account holder | $10,841 | $8,049+34.7% | $9,451+14.7% | $6,918+56.7% |