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 | $144,906 | $72,012+101.2% | $185,823-22.0% | $79,858+81.5% |
| Participation rate | 29.9% | 65.8%-35.9pp | 78.0%-48.1pp | 69.6%-39.7pp |
| Annual return | 17.69% | 23.12%-5.4pp | 35.95%-18.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,734 | $3,779-54.1% | $5,632-69.2% | $3,740-53.6% |
| Admin fee / account holder | $1,460 | $4,513-67.6% | $9,500-84.6% | $5,306-72.5% |