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 | $139,040 | $25,014+455.9% | $69,647+99.6% | $80,856+72.0% |
| Participation rate | 22.8% | 64.2%-41.4pp | 66.5%-43.6pp | 67.6%-44.8pp |
| Annual return | 21.80% | 19.07%+2.7pp | 100.48%-78.7pp | 35.59%-13.8pp |
| Employer contribution / active EE | $79 | $993-92.0% | $1,712-95.4% | $2,755-97.1% |
| Participant deferral / active EE | $1,328 | $1,839-27.8% | $2,886-54.0% | $4,296-69.1% |
| Admin fee / account holder | $2,519 | $2,488+1.2% | $4,713-46.6% | $6,918-63.6% |