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 | $146,082 | $81,460+79.3% | $103,333+41.4% | $80,856+80.7% |
| Participation rate | 54.8% | 66.8%-12.1pp | 74.5%-19.7pp | 67.6%-12.9pp |
| Annual return | 12.59% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $142 | $3,105-95.4% | $3,868-96.3% | $2,755-94.9% |
| Participant deferral / active EE | $2,837 | $3,869-26.7% | $5,057-43.9% | $4,296-34.0% |
| Admin fee / account holder | $5,275 | $6,566-19.7% | $8,355-36.9% | $6,918-23.8% |