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 | $162,056 | $78,103+107.5% | $289,028-43.9% | $116,875+38.7% |
| Participation rate | 31.0% | 69.5%-38.5pp | 78.0%-46.9pp | 74.5%-43.5pp |
| Annual return | 19.06% | 15.26%+3.8pp | 243.94%-224.9pp | 16.29%+2.8pp |
| Employer contribution / active EE | $0 | $2,718-100.0% | $6,326-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,557 | $2,921-46.7% | $4,804-67.6% | $3,885-59.9% |
| Admin fee / account holder | $1,038 | $8,683-88.0% | $14,050-92.6% | $12,263-91.5% |