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 | $167,806 | $104,251+61.0% | $91,001+84.4% | $147,584+13.7% |
| Participation rate | 55.0% | 78.2%-23.2pp | 75.6%-20.6pp | 82.8%-27.8pp |
| Annual return | 11.38% | 27.06%-15.7pp | 4.60%+6.8pp | 578.55%-567.2pp |
| Employer contribution / active EE | $285 | $3,116-90.8% | $2,456-88.4% | $4,876-94.2% |
| Participant deferral / active EE | $2,214 | $4,195-47.2% | $3,547-37.6% | $5,439-59.3% |
| Admin fee / account holder | $20,106 | $8,948+124.7% | $5,417+271.1% | $10,885+84.7% |