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 | $106,207 | $79,944+32.9% | $98,439+7.9% | $75,163+41.3% |
| Participation rate | 47.8% | 70.4%-22.5pp | 75.2%-27.3pp | 67.2%-19.4pp |
| Annual return | 14.73% | 19.75%-5.0pp | 21.16%-6.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $321 | $2,264-85.8% | $3,048-89.5% | $2,670-88.0% |
| Participant deferral / active EE | $2,678 | $3,752-28.6% | $4,738-43.5% | $4,125-35.1% |
| Admin fee / account holder | $5,260 | $6,840-23.1% | $8,948-41.2% | $5,651-6.9% |