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 | $86,067 | $76,367+12.7% | $93,606-8.1% | $72,985+17.9% |
| Participation rate | 46.3% | 71.7%-25.4pp | 75.8%-29.5pp | 69.5%-23.2pp |
| Annual return | 19.56% | 25.82%-6.3pp | 32.76%-13.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $317 | $2,275-86.1% | $2,718-88.3% | $2,440-87.0% |
| Participant deferral / active EE | $2,380 | $3,538-32.7% | $4,069-41.5% | $3,607-34.0% |
| Admin fee / account holder | $21,188 | $6,838+209.8% | $7,888+168.6% | $5,124+313.5% |