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 | $57,708 | $86,922-33.6% | $102,438-43.7% | $80,874-28.6% |
| Participation rate | 29.8% | 72.4%-42.6pp | 76.5%-46.7pp | 67.6%-37.8pp |
| Annual return | 14.58% | 18.90%-4.3pp | 29.37%-14.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $656 | $2,369-72.3% | $3,024-78.3% | $2,756-76.2% |
| Participant deferral / active EE | $1,883 | $4,119-54.3% | $5,054-62.7% | $4,297-56.2% |
| Admin fee / account holder | $1,667 | $8,050-79.3% | $9,448-82.4% | $6,935-76.0% |