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 | $123,531 | $71,050+73.9% | $93,606+32.0% | $80,856+52.8% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.5pp | 67.6%-16.4pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $42 | $1,564-97.3% | $2,420-98.3% | $2,755-98.5% |
| Participant deferral / active EE | $2,426 | $4,034-39.9% | $4,411-45.0% | $4,296-43.5% |
| Admin fee / account holder | $448 | $6,945-93.5% | $8,285-94.6% | $6,918-93.5% |