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 | $113,195 | $80,968+39.8% | $96,544+17.2% | $75,163+50.6% |
| Participation rate | 38.6% | 71.8%-33.1pp | 76.0%-37.3pp | 67.2%-28.6pp |
| Annual return | 15.29% | 27.06%-11.8pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $424 | $2,282-81.4% | $2,965-85.7% | $2,670-84.1% |
| Participant deferral / active EE | $3,119 | $3,928-20.6% | $4,851-35.7% | $4,125-24.4% |
| Admin fee / account holder | $1,485 | $6,724-77.9% | $8,252-82.0% | $5,651-73.7% |