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 | $104,028 | $72,277+43.9% | $101,248+2.7% | $79,858+30.3% |
| Participation rate | 32.5% | 68.5%-35.9pp | 75.8%-43.3pp | 69.6%-37.1pp |
| Annual return | 14.42% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,016 | $3,282-38.6% | $4,370-53.9% | $3,740-46.1% |
| Admin fee / account holder | $3,991 | $4,400-9.3% | $5,945-32.9% | $5,306-24.8% |