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 | $88,694 | $78,422+13.1% | $95,952-7.6% | $79,858+11.1% |
| Participation rate | 61.5% | 73.5%-11.9pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 10.99% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $165 | $1,945-91.5% | $2,541-93.5% | $2,471-93.3% |
| Participant deferral / active EE | $3,208 | $3,440-6.8% | $4,167-23.0% | $3,740-14.2% |
| Admin fee / account holder | $24,696 | $5,622+339.3% | $6,795+263.4% | $5,306+365.4% |