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 | $62,736 | $125,758-50.1% | $169,993-63.1% | $75,163-16.5% |
| Participation rate | 56.8% | 83.6%-26.8pp | 87.0%-30.2pp | 67.2%-10.4pp |
| Annual return | 19.64% | 27.20%-7.6pp | 53.37%-33.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,413 | $4,615-69.4% | $6,785-79.2% | $2,670-47.1% |
| Participant deferral / active EE | $5,098 | $6,837-25.4% | $10,408-51.0% | $4,125+23.6% |
| Admin fee / account holder | $966 | $8,173-88.2% | $12,815-92.5% | $5,651-82.9% |