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 | $97,777 | $181,894-46.2% | $156,549-37.5% | $273,961-64.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.53% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,185 | $6,248-81.0% | $5,501-78.5% | $4,869-75.7% |
| Participant deferral / active EE | $6,733 | $5,550+21.3% | $4,871+38.2% | $5,287+27.4% |
| Admin fee / account holder | $10,050 | $15,559-35.4% | $13,027-22.9% | $10,132-0.8% |