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 | $96,825 | $85,766+12.9% | $136,294-29.0% | $70,131+38.1% |
| Participation rate | 58.8% | 74.2%-15.3pp | 81.9%-23.1pp | 69.5%-10.7pp |
| Annual return | 17.85% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $359 | $2,966-87.9% | $4,695-92.4% | $2,342-84.7% |
| Participant deferral / active EE | $3,587 | $5,051-29.0% | $6,247-42.6% | $3,332+7.7% |
| Admin fee / account holder | $522 | $5,420-90.4% | $9,243-94.4% | $4,645-88.8% |