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 | $144,802 | $77,813+86.1% | $123,544+17.2% | $64,186+125.6% |
| Participation rate | 40.5% | 74.7%-34.2pp | 82.3%-41.8pp | 69.6%-29.0pp |
| Annual return | 5.22% | 12.48%-7.3pp | 119.20%-114.0pp | 7.63%-2.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,859 | $5,240-45.4% | $6,426-55.5% | $3,470-17.6% |
| Admin fee / account holder | $5,334 | $5,519-3.4% | $9,284-42.5% | $4,888+9.1% |