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 | $134,318 | $81,248+65.3% | $155,509-13.6% | $80,856+66.1% |
| Participation rate | 18.9% | 66.2%-47.3pp | 78.2%-59.3pp | 67.6%-48.7pp |
| Annual return | 15.73% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.9pp |
| Employer contribution / active EE | $157 | $3,100-94.9% | $4,672-96.6% | $2,755-94.3% |
| Participant deferral / active EE | $2,018 | $3,452-41.5% | $5,626-64.1% | $4,296-53.0% |
| Admin fee / account holder | $915 | $7,997-88.6% | $15,912-94.2% | $6,918-86.8% |