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 | $138,996 | $89,753+54.9% | $107,525+29.3% | $84,808+63.9% |
| Participation rate | 53.8% | 68.1%-14.2pp | 75.1%-21.2pp | 68.3%-14.5pp |
| Annual return | 17.65% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $704 | $3,113-77.4% | $3,754-81.2% | $2,631-73.2% |
| Participant deferral / active EE | $5,071 | $4,056+25.0% | $5,116-0.9% | $4,212+20.4% |
| Admin fee / account holder | $472 | $7,222-93.5% | $8,919-94.7% | $7,344-93.6% |