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 | $136,451 | $87,013+56.8% | $106,213+28.5% | $80,856+68.8% |
| Participation rate | 48.1% | 70.4%-22.4pp | 75.3%-27.2pp | 67.6%-19.6pp |
| Annual return | 21.20% | 17.05%+4.2pp | 116.14%-94.9pp | 35.59%-14.4pp |
| Employer contribution / active EE | $560 | $2,395-76.6% | $3,171-82.3% | $2,755-79.7% |
| Participant deferral / active EE | $4,755 | $3,986+19.3% | $5,016-5.2% | $4,296+10.7% |
| Admin fee / account holder | $10,582 | $8,431+25.5% | $11,033-4.1% | $6,918+53.0% |