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 | $187,658 | $88,707+111.5% | $74,183+153.0% | $273,961-31.5% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 6.33% | 11.94%-5.6pp | 17.74%-11.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,727 | $4,212-59.0% | $3,550-51.4% | $5,287-67.3% |
| Admin fee / account holder | $2,151 | $8,717-75.3% | $5,586-61.5% | $10,132-78.8% |