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 | $97,680 | $85,766+13.9% | $136,294-28.3% | $70,131+39.3% |
| Participation rate | 24.7% | 74.2%-49.5pp | 81.9%-57.3pp | 69.5%-44.9pp |
| Annual return | 15.38% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $13 | $2,966-99.6% | $4,695-99.7% | $2,342-99.4% |
| Participant deferral / active EE | $2,893 | $5,051-42.7% | $6,247-53.7% | $3,332-13.2% |
| Admin fee / account holder | $14,295 | $5,420+163.7% | $9,243+54.6% | $4,645+207.7% |