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 | $125,568 | $109,413+14.8% | $156,263-19.6% | $84,808+48.1% |
| Participation rate | 52.5% | 72.7%-20.2pp | 78.9%-26.4pp | 68.3%-15.8pp |
| Annual return | 15.06% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $700 | $2,907-75.9% | $4,333-83.8% | $2,631-73.4% |
| Participant deferral / active EE | $5,362 | $4,590+16.8% | $6,158-12.9% | $4,212+27.3% |
| Admin fee / account holder | $24,328 | $9,357+160.0% | $14,255+70.7% | $7,344+231.3% |