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 | $128,487 | $57,016+125.4% | $84,966+51.2% | $80,856+58.9% |
| Participation rate | 65.5% | 56.3%+9.2pp | 67.5%-2.0pp | 67.6%-2.1pp |
| Annual return | 11.63% | 21.66%-10.0pp | 66.38%-54.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,588 | $3,110+15.4% | $4,519-20.6% | $4,296-16.5% |
| Admin fee / account holder | $6,553 | $4,980+31.6% | $6,149+6.6% | $6,918-5.3% |