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 9-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 | $92,026 | $71,050+29.5% | $93,606-1.7% | $80,856+13.8% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.6%-43.6pp |
| Annual return | 20.95% | 11.26%+9.7pp | 133.20%-112.2pp | 35.59%-14.6pp |
| Employer contribution / active EE | $313 | $1,564-80.0% | $2,420-87.1% | $2,755-88.6% |
| Participant deferral / active EE | $2,652 | $4,034-34.3% | $4,411-39.9% | $4,296-38.3% |
| Admin fee / account holder | $500 | $6,945-92.8% | $8,285-94.0% | $6,918-92.8% |