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 | $59,094 | $54,762+7.9% | $90,281-34.5% | $72,985-19.0% |
| Participation rate | 32.0% | 65.1%-33.1pp | 73.3%-41.3pp | 69.5%-37.5pp |
| Annual return | 18.22% | 30.63%-12.4pp | 78.10%-59.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $205 | $2,092-90.2% | $2,854-92.8% | $2,440-91.6% |
| Participant deferral / active EE | $1,500 | $2,887-48.0% | $3,885-61.4% | $3,607-58.4% |
| Admin fee / account holder | $500 | $3,972-87.4% | $5,351-90.7% | $5,124-90.2% |