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 | $112,919 | $104,251+8.3% | $91,001+24.1% | $147,584-23.5% |
| Participation rate | 11.8% | 78.2%-66.5pp | 75.6%-63.8pp | 82.8%-71.1pp |
| Annual return | 17.88% | 27.06%-9.2pp | 4.60%+13.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $244 | $3,116-92.2% | $2,456-90.1% | $4,876-95.0% |
| Participant deferral / active EE | $1,468 | $4,195-65.0% | $3,547-58.6% | $5,439-73.0% |
| Admin fee / account holder | $570 | $8,948-93.6% | $5,417-89.5% | $10,885-94.8% |