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 | $134,467 | $73,933+81.9% | $96,683+39.1% | $75,163+78.9% |
| Participation rate | 51.9% | 66.4%-14.5pp | 74.3%-22.4pp | 67.2%-15.3pp |
| Annual return | 13.68% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $390 | $2,928-86.7% | $3,737-89.6% | $2,670-85.4% |
| Participant deferral / active EE | $5,096 | $3,659+39.3% | $4,878+4.5% | $4,125+23.5% |
| Admin fee / account holder | $5,942 | $5,216+13.9% | $6,730-11.7% | $5,651+5.1% |