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 | $181,006 | $78,103+131.8% | $289,028-37.4% | $116,875+54.9% |
| Participation rate | 67.7% | 69.5%-1.8pp | 78.0%-10.2pp | 74.5%-6.8pp |
| Annual return | 17.81% | 15.26%+2.5pp | 243.94%-226.1pp | 16.29%+1.5pp |
| Employer contribution / active EE | $0 | $2,718-100.0% | $6,326-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,913 | $2,921-34.5% | $4,804-60.2% | $3,885-50.7% |
| Admin fee / account holder | $24,595 | $8,683+183.2% | $14,050+75.0% | $12,263+100.6% |