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 | $131,856 | $81,460+61.9% | $103,333+27.6% | $80,856+63.1% |
| Participation rate | 57.9% | 66.8%-9.0pp | 74.5%-16.6pp | 67.6%-9.7pp |
| Annual return | 11.49% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $461 | $3,105-85.1% | $3,868-88.1% | $2,755-83.3% |
| Participant deferral / active EE | $5,807 | $3,869+50.1% | $5,057+14.8% | $4,296+35.2% |
| Admin fee / account holder | $29,489 | $6,566+349.1% | $8,355+253.0% | $6,918+326.3% |