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 | $60,135 | $57,380+4.8% | $71,209-15.6% | - |
| Participation rate | 46.5% | 61.9%-15.4pp | 73.8%-27.3pp | - |
| Annual return | 15.72% | 13.03%+2.7pp | 282.51%-266.8pp | - |
| Employer contribution / active EE | $829 | $2,842-70.8% | $2,721-69.5% | - |
| Participant deferral / active EE | $2,474 | $3,790-34.7% | $4,175-40.7% | - |
| Admin fee / account holder | $4,561 | $2,851+59.9% | $5,349-14.7% | - |