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 | $239,228 | $99,341+140.8% | $84,750+182.3% | $273,961-12.7% |
| Participation rate | 20.0% | 80.7%-60.7pp | 76.6%-56.6pp | 83.0%-63.0pp |
| Annual return | 7.18% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $494 | $4,214-88.3% | $3,574-86.2% | $4,869-89.8% |
| Participant deferral / active EE | $3,036 | $4,269-28.9% | $3,712-18.2% | $5,287-42.6% |
| Admin fee / account holder | $14,575 | $6,644+119.4% | $5,332+173.3% | $10,132+43.8% |