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 | $166,573 | $64,480+158.3% | $81,382+104.7% | $80,856+106.0% |
| Participation rate | 46.2% | 63.9%-17.7pp | 69.5%-23.3pp | 67.6%-21.5pp |
| Annual return | 16.58% | 16.34%+0.2pp | 24.73%-8.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,756 | $3,094+53.7% | $3,883+22.5% | $4,296+10.7% |
| Admin fee / account holder | $21,912 | $5,671+286.4% | $5,768+279.8% | $6,918+216.7% |