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 | $47,976 | $76,367-37.2% | $93,606-48.7% | $72,985-34.3% |
| Participation rate | 68.8% | 71.7%-3.0pp | 75.8%-7.1pp | 69.5%-0.7pp |
| Annual return | 21.39% | 25.82%-4.4pp | 32.76%-11.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $317 | $2,275-86.1% | $2,718-88.3% | $2,440-87.0% |
| Participant deferral / active EE | $2,212 | $3,538-37.5% | $4,069-45.6% | $3,607-38.7% |
| Admin fee / account holder | $1,388 | $6,838-79.7% | $7,888-82.4% | $5,124-72.9% |