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 | $92,257 | $108,825-15.2% | $156,181-40.9% | $82,448+11.9% |
| Participation rate | 30.4% | 72.4%-42.0pp | 78.8%-48.4pp | 68.1%-37.7pp |
| Annual return | 17.84% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,226 | $4,577-51.4% | $6,132-63.7% | $4,139-46.2% |
| Admin fee / account holder | $1,000 | $9,341-89.3% | $14,586-93.1% | $7,234-86.2% |