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 | $94,721 | $180,028-47.4% | $138,135-31.4% | $158,922-40.4% |
| Participation rate | 50.0% | 82.2%-32.2pp | 78.7%-28.7pp | 82.0%-32.0pp |
| Annual return | 8.74% | 21.68%-12.9pp | 20.51%-11.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,016 | $7,470-86.4% | $5,587-81.8% | $4,761-78.7% |
| Participant deferral / active EE | $2,639 | $7,717-65.8% | $6,431-59.0% | $5,982-55.9% |
| Admin fee / account holder | $5,858 | $17,912-67.3% | $11,856-50.6% | $11,246-47.9% |