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 | $123,043 | $58,512+110.3% | $84,015+46.5% | $72,985+68.6% |
| Participation rate | 48.7% | 61.2%-12.5pp | 69.0%-20.3pp | 69.5%-20.8pp |
| Annual return | 17.48% | 28.93%-11.5pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $209 | $1,163-82.0% | $1,983-89.5% | $2,440-91.4% |
| Participant deferral / active EE | $1,506 | $2,394-37.1% | $3,239-53.5% | $3,607-58.2% |
| Admin fee / account holder | $1,908 | $4,569-58.2% | $6,101-68.7% | $5,124-62.8% |