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 | $210,031 | $109,413+92.0% | $156,263+34.4% | $84,808+147.7% |
| Participation rate | 60.4% | 72.7%-12.3pp | 78.9%-18.5pp | 68.3%-7.9pp |
| Annual return | 12.57% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $409 | $2,907-85.9% | $4,333-90.6% | $2,631-84.4% |
| Participant deferral / active EE | $3,151 | $4,590-31.3% | $6,158-48.8% | $4,212-25.2% |
| Admin fee / account holder | $12,154 | $9,357+29.9% | $14,255-14.7% | $7,344+65.5% |