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 | $148,504 | $116,462+27.5% | $174,595-14.9% | $116,462+27.5% |
| Participation rate | 60.7% | 74.7%-14.0pp | 85.1%-24.4pp | 74.7%-14.0pp |
| Annual return | 13.77% | 15.65%-1.9pp | 6861.22%-6847.5pp | 15.65%-1.9pp |
| Employer contribution / active EE | $278 | $3,231-91.4% | $3,630-92.3% | $3,231-91.4% |
| Participant deferral / active EE | $2,783 | $3,836-27.5% | $4,379-36.4% | $3,836-27.5% |
| Admin fee / account holder | $5,800 | $12,754-54.5% | $10,352-44.0% | $12,754-54.5% |