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 | $152,559 | $82,523+84.9% | $115,752+31.8% | $70,131+117.5% |
| Participation rate | 18.4% | 74.0%-55.6pp | 77.8%-59.4pp | 69.5%-51.2pp |
| Annual return | 13.90% | 28.22%-14.3pp | 19.41%-5.5pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,604 | $4,062-60.5% | $5,204-69.2% | $3,332-51.9% |
| Admin fee / account holder | $1,169 | $4,552-74.3% | $6,278-81.4% | $4,645-74.8% |