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 | $85,828 | $72,177+18.9% | $115,037-25.4% | $59,632+43.9% |
| Participation rate | 61.5% | 72.6%-11.0pp | 81.4%-19.8pp | 68.7%-7.1pp |
| Annual return | 1.18% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $73 | $2,841-97.4% | $4,608-98.4% | $2,203-96.7% |
| Participant deferral / active EE | $3,417 | $4,783-28.6% | $6,026-43.3% | $3,192+7.1% |
| Admin fee / account holder | $39,667 | $4,927+705.1% | $8,175+385.2% | $4,297+823.1% |