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 | $71,818 | $49,227+45.9% | $70,449+1.9% | $79,858-10.1% |
| Participation rate | 16.0% | 69.2%-53.2pp | 75.1%-59.1pp | 69.6%-53.6pp |
| Annual return | 12.13% | 30.06%-17.9pp | 109.03%-96.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $213 | $2,099-89.8% | $2,737-92.2% | $2,471-91.4% |
| Participant deferral / active EE | $1,222 | $2,768-55.8% | $3,709-67.1% | $3,740-67.3% |
| Admin fee / account holder | $5,000 | $2,878+73.7% | $3,845+30.0% | $5,306-5.8% |