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 | $94,487 | $54,541+73.2% | $78,778+19.9% | $70,131+34.7% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 16.62% | 21.07%-4.4pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $74 | $1,089-93.2% | $1,986-96.3% | $2,342-96.8% |
| Participant deferral / active EE | $1,486 | $2,210-32.8% | $2,958-49.8% | $3,332-55.4% |
| Admin fee / account holder | $971 | $3,709-73.8% | $5,134-81.1% | $4,645-79.1% |