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 | $107,099 | $90,674+18.1% | $96,707+10.7% | $82,448+29.9% |
| Participation rate | 43.9% | 75.9%-32.1pp | 80.4%-36.5pp | 68.1%-24.2pp |
| Annual return | 19.79% | 49.05%-29.3pp | 34.78%-15.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $699 | $3,975-82.4% | $4,191-83.3% | $2,551-72.6% |
| Participant deferral / active EE | $2,900 | $5,696-49.1% | $5,997-51.6% | $4,139-29.9% |
| Admin fee / account holder | $8,065 | $7,568+6.6% | $7,503+7.5% | $7,234+11.5% |