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 | $182,695 | $83,477+118.9% | $125,175+46.0% | $72,985+150.3% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 20.63% | 25.78%-5.1pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $550 | $2,345-76.6% | $3,865-85.8% | $2,440-77.5% |
| Participant deferral / active EE | $5,496 | $3,585+53.3% | $4,937+11.3% | $3,607+52.4% |
| Admin fee / account holder | $323 | $5,517-94.1% | $9,702-96.7% | $5,124-93.7% |