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 | $133,627 | $81,460+64.0% | $103,333+29.3% | $80,856+65.3% |
| Participation rate | 22.4% | 66.8%-44.5pp | 74.5%-52.1pp | 67.6%-45.3pp |
| Annual return | 16.54% | 25.55%-9.0pp | 24.88%-8.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,866 | $3,869-51.8% | $5,057-63.1% | $4,296-56.6% |
| Admin fee / account holder | $12,298 | $6,566+87.3% | $8,355+47.2% | $6,918+77.8% |