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 | $158,311 | $56,054+182.4% | $171,082-7.5% | $62,891+151.7% |
| Participation rate | 61.5% | 62.9%-1.3pp | 76.7%-15.2pp | 69.3%-7.8pp |
| Annual return | 7.55% | 22.52%-15.0pp | 32.56%-25.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,785 | $3,158+114.8% | $4,797+41.4% | $3,203+111.8% |
| Admin fee / account holder | $10,081 | $3,647+176.4% | $8,520+18.3% | $4,296+134.7% |