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 | $169,631 | $85,766+97.8% | $136,294+24.5% | $70,131+141.9% |
| Participation rate | 52.6% | 74.2%-21.5pp | 81.9%-29.3pp | 69.5%-16.9pp |
| Annual return | 23.29% | 31.45%-8.2pp | 5155.94%-5132.6pp | 73.14%-49.9pp |
| Employer contribution / active EE | $382 | $2,966-87.1% | $4,695-91.9% | $2,342-83.7% |
| Participant deferral / active EE | $2,396 | $5,051-52.6% | $6,247-61.7% | $3,332-28.1% |
| Admin fee / account holder | $389 | $5,420-92.8% | $9,243-95.8% | $4,645-91.6% |