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 | $199,087 | $83,477+138.5% | $125,175+59.0% | $72,985+172.8% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | 25.06% | 25.78%-0.7pp | 43.79%-18.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $444 | $2,345-81.1% | $3,865-88.5% | $2,440-81.8% |
| Participant deferral / active EE | $7,378 | $3,585+105.8% | $4,937+49.5% | $3,607+104.5% |
| Admin fee / account holder | $1,904 | $5,517-65.5% | $9,702-80.4% | $5,124-62.8% |