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 | $126,773 | $83,908+51.1% | $68,509+85.0% | $125,391+1.1% |
| Participation rate | 61.1% | 78.2%-17.1pp | 74.7%-13.6pp | 83.2%-22.1pp |
| Annual return | 2.39% | 14.48%-12.1pp | 8.27%-5.9pp | 282.22%-279.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,277 | $4,125-44.8% | $3,382-32.7% | $5,352-57.4% |
| Admin fee / account holder | $1,249 | $8,982-86.1% | $5,275-76.3% | $9,540-86.9% |