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 | $120,014 | $49,915+140.4% | $154,803-22.5% | $74,304+61.5% |
| Participation rate | 12.1% | 54.0%-41.8pp | 78.1%-65.9pp | 60.3%-48.2pp |
| Annual return | 13.47% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $211 | $1,611-86.9% | $4,305-95.1% | $2,241-90.6% |
| Participant deferral / active EE | $1,793 | $2,255-20.5% | $5,540-67.6% | $3,767-52.4% |
| Admin fee / account holder | $8,149 | $2,189+272.3% | $14,329-43.1% | $2,969+174.5% |