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 | $239,799 | $80,717+197.1% | $154,803+54.9% | $84,808+182.8% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 15.55% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $224 | $2,761-91.9% | $4,305-94.8% | $2,631-91.5% |
| Participant deferral / active EE | $2,110 | $3,303-36.1% | $5,540-61.9% | $4,212-49.9% |
| Admin fee / account holder | $1,206 | $6,746-82.1% | $14,329-91.6% | $7,344-83.6% |