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 | $99,316 | $181,894-45.4% | $156,549-36.6% | $273,961-63.7% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 8.92% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $768 | $6,248-87.7% | $5,501-86.0% | $4,869-84.2% |
| Participant deferral / active EE | $2,322 | $5,550-58.2% | $4,871-52.3% | $5,287-56.1% |
| Admin fee / account holder | $1,183 | $15,559-92.4% | $13,027-90.9% | $10,132-88.3% |