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 | $126,039 | $89,753+40.4% | $107,525+17.2% | $84,808+48.6% |
| Participation rate | 48.0% | 68.1%-20.1pp | 75.1%-27.1pp | 68.3%-20.3pp |
| Annual return | 15.86% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $638 | $3,113-79.5% | $3,754-83.0% | $2,631-75.8% |
| Participant deferral / active EE | $3,635 | $4,056-10.4% | $5,116-28.9% | $4,212-13.7% |
| Admin fee / account holder | $572 | $7,222-92.1% | $8,919-93.6% | $7,344-92.2% |