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 | $150,932 | $138,385+9.1% | $184,200-18.1% | $80,874+86.6% |
| Participation rate | 40.0% | 83.9%-43.9pp | 86.8%-46.8pp | 67.6%-27.6pp |
| Annual return | 12.88% | 20.02%-7.1pp | 28.80%-15.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,456 | $4,849-70.0% | $6,424-77.3% | $2,756-47.2% |
| Participant deferral / active EE | $3,140 | $7,073-55.6% | $9,132-65.6% | $4,297-26.9% |
| Admin fee / account holder | $1,637 | $10,483-84.4% | $13,907-88.2% | $6,935-76.4% |