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 | $184,029 | $95,803+92.1% | $113,168+62.6% | $84,808+117.0% |
| Participation rate | 62.1% | 72.9%-10.8pp | 76.6%-14.5pp | 68.3%-6.2pp |
| Annual return | 15.91% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $613 | $2,360-74.0% | $2,975-79.4% | $2,631-76.7% |
| Participant deferral / active EE | $3,069 | $4,242-27.7% | $5,107-39.9% | $4,212-27.1% |
| Admin fee / account holder | $12,734 | $8,989+41.7% | $12,068+5.5% | $7,344+73.4% |