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 | $68,719+43.7% | $91,541+7.9% | $84,808+16.4% |
| Participation rate | 41.7% | 64.5%-22.8pp | 69.8%-28.1pp | 68.3%-26.6pp |
| Annual return | 14.38% | 19.12%-4.7pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $107 | $1,920-94.4% | $2,505-95.7% | $2,631-95.9% |
| Participant deferral / active EE | $2,791 | $3,136-11.0% | $4,008-30.4% | $4,212-33.7% |
| Admin fee / account holder | $3,582 | $5,786-38.1% | $6,956-48.5% | $7,344-51.2% |