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 | $86,694 | $76,552+13.2% | $123,892-30.0% | $62,891+37.8% |
| Participation rate | 45.7% | 73.0%-27.3pp | 81.4%-35.8pp | 69.3%-23.7pp |
| Annual return | 7.58% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $161 | $2,883-94.4% | $4,617-96.5% | $2,281-92.9% |
| Participant deferral / active EE | $3,846 | $4,840-20.5% | $5,984-35.7% | $3,203+20.1% |
| Admin fee / account holder | $8,621 | $4,826+78.6% | $8,357+3.2% | $4,296+100.7% |