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 | $108,825+93.0% | $156,181+34.5% | $82,448+154.7% |
| Participation rate | 60.4% | 72.4%-12.0pp | 78.8%-18.4pp | 68.1%-7.7pp |
| Annual return | 12.57% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $409 | $2,870-85.7% | $4,294-90.5% | $2,551-84.0% |
| Participant deferral / active EE | $3,151 | $4,577-31.2% | $6,132-48.6% | $4,139-23.9% |
| Admin fee / account holder | $12,154 | $9,341+30.1% | $14,586-16.7% | $7,234+68.0% |