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 | $129,088 | $63,764+102.4% | $81,930+57.6% | $79,858+61.6% |
| Participation rate | 38.2% | 67.5%-29.3pp | 72.0%-33.8pp | 69.6%-31.5pp |
| Annual return | 14.48% | 22.66%-8.2pp | 29.49%-15.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $240 | $1,795-86.7% | $4,310-94.4% | $2,471-90.3% |
| Participant deferral / active EE | $1,406 | $2,780-49.4% | $7,107-80.2% | $3,740-62.4% |
| Admin fee / account holder | $7,185 | $4,426+62.3% | $5,158+39.3% | $5,306+35.4% |