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 | $196,002 | $111,754+75.4% | $103,333+89.7% | $145,922+34.3% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 18.65% | 24.77%-6.1pp | 24.88%-6.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $328 | $4,212-92.2% | $3,868-91.5% | $4,660-93.0% |
| Participant deferral / active EE | $2,290 | $5,619-59.2% | $5,057-54.7% | $6,688-65.8% |
| Admin fee / account holder | $505 | $9,750-94.8% | $8,355-94.0% | $13,397-96.2% |