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 | $107,071 | $91,190+17.4% | $178,490-40.0% | $79,858+34.1% |
| Participation rate | 15.4% | 69.2%-53.8pp | 81.9%-66.5pp | 69.6%-54.2pp |
| Annual return | 21.95% | 24.19%-2.2pp | 151.07%-129.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $163 | $3,256-95.0% | $5,011-96.7% | $2,471-93.4% |
| Participant deferral / active EE | $1,117 | $3,236-65.5% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $2,196 | $6,751-67.5% | $13,984-84.3% | $5,306-58.6% |