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 | $118,501 | $73,933+60.3% | $96,683+22.6% | $75,163+57.7% |
| Participation rate | 23.4% | 66.4%-43.0pp | 74.3%-50.9pp | 67.2%-43.8pp |
| Annual return | 21.77% | 26.70%-4.9pp | 35.69%-13.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,826 | $3,659-50.1% | $4,878-62.6% | $4,125-55.7% |
| Admin fee / account holder | $4,675 | $5,216-10.4% | $6,730-30.5% | $5,651-17.3% |