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 | $116,804 | $73,933+58.0% | $96,683+20.8% | $75,163+55.4% |
| Participation rate | 55.8% | 66.4%-10.6pp | 74.3%-18.5pp | 67.2%-11.4pp |
| Annual return | 16.59% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $146 | $2,928-95.0% | $3,737-96.1% | $2,670-94.5% |
| Participant deferral / active EE | $2,927 | $3,659-20.0% | $4,878-40.0% | $4,125-29.0% |
| Admin fee / account holder | $2,205 | $5,216-57.7% | $6,730-67.2% | $5,651-61.0% |