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 | $144,211 | $56,060+157.2% | $76,002+89.7% | $80,874+78.3% |
| Participation rate | 31.3% | 62.0%-30.8pp | 69.1%-37.8pp | 67.6%-36.4pp |
| Annual return | 21.57% | 20.54%+1.0pp | 360.07%-338.5pp | 35.62%-14.1pp |
| Employer contribution / active EE | $264 | $1,873-85.9% | $2,688-90.2% | $2,756-90.4% |
| Participant deferral / active EE | $2,230 | $3,051-26.9% | $4,257-47.6% | $4,297-48.1% |
| Admin fee / account holder | $1,363 | $5,237-74.0% | $6,414-78.8% | $6,935-80.3% |