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 | $81,523 | $67,606+20.6% | $82,313-1.0% | $70,131+16.2% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.9%-22.6pp | 69.5%-15.3pp |
| Annual return | 13.60% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $275 | $1,755-84.3% | $2,428-88.7% | $2,342-88.3% |
| Participant deferral / active EE | $3,380 | $2,987+13.2% | $3,706-8.8% | $3,332+1.4% |
| Admin fee / account holder | $827 | $4,512-81.7% | $5,608-85.3% | $4,645-82.2% |