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 | $82,296 | $45,343+81.5% | $150,298-45.2% | $67,986+21.0% |
| Participation rate | 32.0% | 51.9%-19.9pp | 77.8%-45.8pp | 57.2%-25.2pp |
| Annual return | 16.11% | 33.28%-17.2pp | 62.79%-46.7pp | 31.67%-15.6pp |
| Employer contribution / active EE | $53 | $1,462-96.4% | $4,154-98.7% | $2,019-97.4% |
| Participant deferral / active EE | $1,870 | $2,055-9.0% | $5,453-65.7% | $3,358-44.3% |
| Admin fee / account holder | $1,651 | $2,250-26.6% | $14,116-88.3% | $3,203-48.5% |