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 | $115,862 | $123,793-6.4% | $177,821-34.8% | $79,858+45.1% |
| Participation rate | 63.6% | 84.7%-21.0pp | 87.7%-24.1pp | 69.6%-6.0pp |
| Annual return | 14.02% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $636 | $4,095-84.5% | $5,918-89.3% | $2,471-74.3% |
| Participant deferral / active EE | $4,556 | $5,956-23.5% | $7,714-40.9% | $3,740+21.8% |
| Admin fee / account holder | $818 | $7,243-88.7% | $12,427-93.4% | $5,306-84.6% |