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 | $120,437 | $72,492+66.1% | $87,100+38.3% | $72,985+65.0% |
| Participation rate | 54.7% | 72.8%-18.1pp | 76.9%-22.2pp | 69.5%-14.8pp |
| Annual return | 21.44% | 24.46%-3.0pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $275 | $1,894-85.5% | $2,521-89.1% | $2,440-88.7% |
| Participant deferral / active EE | $2,098 | $3,270-35.8% | $4,049-48.2% | $3,607-41.9% |
| Admin fee / account holder | $26,085 | $5,055+416.0% | $7,497+247.9% | $5,124+409.0% |