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 | $77,764 | $47,922+62.3% | $75,886+2.5% | $65,185+19.3% |
| Participation rate | 31.2% | 63.0%-31.8pp | 69.3%-38.1pp | 70.2%-39.0pp |
| Annual return | 18.36% | 24.12%-5.8pp | 30.76%-12.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,708 | $2,550-33.0% | $3,603-52.6% | $3,514-51.4% |
| Admin fee / account holder | $1,260 | $532+137.1% | $5,418-76.7% | $847+48.8% |