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 | $98,728 | $67,894+45.4% | $89,340+10.5% | $82,448+19.7% |
| Participation rate | 41.7% | 64.0%-22.4pp | 69.6%-27.9pp | 68.1%-26.4pp |
| Annual return | 14.38% | 19.21%-4.8pp | 20.57%-6.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $107 | $1,828-94.1% | $2,231-95.2% | $2,551-95.8% |
| Participant deferral / active EE | $2,791 | $3,072-9.2% | $3,823-27.0% | $4,139-32.6% |
| Admin fee / account holder | $3,582 | $5,723-37.4% | $6,704-46.6% | $7,234-50.5% |