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 | $57,544 | $175,036-67.1% | $52,425+9.8% | - |
| Participation rate | 48.5% | 60.2%-11.7pp | 55.6%-7.1pp | - |
| Annual return | 15.49% | 15.04%+0.4pp | 302.12%-286.6pp | - |
| Employer contribution / active EE | $383 | $1,949-80.3% | $914-58.1% | - |
| Participant deferral / active EE | $2,394 | $3,720-35.6% | $1,790+33.7% | - |
| Admin fee / account holder | $1,416 | $23,923-94.1% | $2,495-43.3% | - |