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 | $226,989 | $124,425+82.4% | $112,040+102.6% | $137,256+65.4% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 15.68% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $642 | $3,411-81.2% | $2,954-78.3% | $4,156-84.6% |
| Participant deferral / active EE | $2,654 | $5,718-53.6% | $5,098-47.9% | $6,407-58.6% |
| Admin fee / account holder | $13,377 | $15,207-12.0% | $12,098+10.6% | $12,270+9.0% |