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 | $155,389 | $89,698+73.2% | $103,476+50.2% | $80,856+92.2% |
| Participation rate | 26.6% | 76.0%-49.4pp | 80.5%-53.9pp | 67.6%-41.1pp |
| Annual return | 13.40% | 22.78%-9.4pp | 23.90%-10.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $221 | $4,018-94.5% | $4,672-95.3% | $2,755-92.0% |
| Participant deferral / active EE | $2,212 | $5,456-59.5% | $6,623-66.6% | $4,296-48.5% |
| Admin fee / account holder | $12,571 | $6,768+85.7% | $9,413+33.6% | $6,918+81.7% |