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 | $180,218 | $93,571+92.6% | $135,903+32.6% | $75,163+139.8% |
| Participation rate | 48.6% | 75.2%-26.6pp | 81.9%-33.3pp | 67.2%-18.6pp |
| Annual return | 17.28% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $360 | $3,537-89.8% | $4,856-92.6% | $2,670-86.5% |
| Participant deferral / active EE | $2,514 | $6,404-60.7% | $7,758-67.6% | $4,125-39.1% |
| Admin fee / account holder | $3,866 | $6,975-44.6% | $10,762-64.1% | $5,651-31.6% |