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 | $81,606 | $142,405-42.7% | $115,157-29.1% | $152,861-46.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 23.41% | 41.48%-18.1pp | 35.60%-12.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $573 | $4,010-85.7% | $3,179-82.0% | $4,762-88.0% |
| Participant deferral / active EE | $4,689 | $5,164-9.2% | $4,168+12.5% | $5,850-19.8% |
| Admin fee / account holder | $302 | $8,462-96.4% | $7,088-95.7% | $11,596-97.4% |