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 | $171,560 | $99,341+72.7% | $84,750+102.4% | $273,961-37.4% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 19.54% | 22.93%-3.4pp | 22.78%-3.2pp | 41.45%-21.9pp |
| Employer contribution / active EE | $444 | $4,214-89.5% | $3,574-87.6% | $4,869-90.9% |
| Participant deferral / active EE | $3,312 | $4,269-22.4% | $3,712-10.8% | $5,287-37.4% |
| Admin fee / account holder | $25,000 | $6,644+276.3% | $5,332+368.9% | $10,132+146.7% |