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 | $149,666 | $93,571+59.9% | $135,903+10.1% | $75,163+99.1% |
| Participation rate | 27.3% | 75.2%-47.9pp | 81.9%-54.6pp | 67.2%-39.9pp |
| Annual return | 19.80% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $598 | $3,537-83.1% | $4,856-87.7% | $2,670-77.6% |
| Participant deferral / active EE | $3,152 | $6,404-50.8% | $7,758-59.4% | $4,125-23.6% |
| Admin fee / account holder | $11,377 | $6,975+63.1% | $10,762+5.7% | $5,651+101.3% |