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 5-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 | $167,990 | $80,717+108.1% | $154,803+8.5% | $84,808+98.1% |
| Participation rate | 6.7% | 66.8%-60.1pp | 78.1%-71.4pp | 68.3%-61.6pp |
| Annual return | 23.81% | 37.96%-14.1pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $271 | $2,761-90.2% | $4,305-93.7% | $2,631-89.7% |
| Participant deferral / active EE | $1,567 | $3,303-52.6% | $5,540-71.7% | $4,212-62.8% |
| Admin fee / account holder | $623 | $6,746-90.8% | $14,329-95.7% | $7,344-91.5% |