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 | $136,887 | $88,672+54.4% | $105,223+30.1% | $82,448+66.0% |
| Participation rate | 18.3% | 67.9%-49.6pp | 75.0%-56.7pp | 68.1%-49.8pp |
| Annual return | 21.13% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $486 | $3,048-84.1% | $3,689-86.8% | $2,551-81.0% |
| Participant deferral / active EE | $1,732 | $4,036-57.1% | $5,072-65.8% | $4,139-58.1% |
| Admin fee / account holder | $596 | $7,146-91.7% | $8,859-93.3% | $7,234-91.8% |