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 | $84,905 | $135,952-37.5% | $123,892-31.5% | $273,961-69.0% |
| Participation rate | 40.9% | 84.1%-43.2pp | 81.4%-40.5pp | 83.0%-42.1pp |
| Annual return | 9.24% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,634 | $6,343+4.6% | $5,984+10.9% | $5,287+25.5% |
| Admin fee / account holder | $1,207 | $9,817-87.7% | $8,357-85.6% | $10,132-88.1% |