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 | $98,621 | $54,541+80.8% | $78,778+25.2% | $70,131+40.6% |
| Participation rate | 28.1% | 60.8%-32.7pp | 69.2%-41.1pp | 69.5%-41.5pp |
| Annual return | 14.38% | 21.07%-6.7pp | 35.62%-21.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $124 | $1,089-88.6% | $1,986-93.7% | $2,342-94.7% |
| Participant deferral / active EE | $1,612 | $2,210-27.1% | $2,958-45.5% | $3,332-51.6% |
| Admin fee / account holder | $1,867 | $3,709-49.7% | $5,134-63.6% | $4,645-59.8% |