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 | $104,573 | $77,660+34.7% | $109,143-4.2% | $79,386+31.7% |
| Participation rate | 27.7% | 67.8%-40.1pp | 75.9%-48.2pp | 70.7%-43.0pp |
| Annual return | 14.69% | 23.44%-8.7pp | 25.75%-11.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,872 | $3,518-46.8% | $4,653-59.8% | $4,046-53.7% |
| Admin fee / account holder | $14,311 | $732+1854.6% | $6,752+111.9% | $626+2184.5% |