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 | $156,058 | $58,523+166.7% | $99,443+56.9% | $72,985+113.8% |
| Participation rate | 60.7% | 64.6%-3.9pp | 73.8%-13.1pp | 69.5%-8.8pp |
| Annual return | 20.09% | 28.51%-8.4pp | 30.72%-10.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $5 | $1,512-99.7% | $2,540-99.8% | $2,440-99.8% |
| Participant deferral / active EE | $3,396 | $2,606+30.3% | $3,619-6.2% | $3,607-5.9% |
| Admin fee / account holder | $2,172 | $4,102-47.0% | $6,250-65.2% | $5,124-57.6% |