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 | $77,601 | $214,378-63.8% | $200,582-61.3% | $142,382-45.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 15.40% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,014 | $6,841-85.2% | $6,419-84.2% | $4,299-76.4% |
| Participant deferral / active EE | $3,251 | $9,865-67.0% | $9,331-65.2% | $6,507-50.0% |
| Admin fee / account holder | $1,612 | $17,692-90.9% | $16,305-90.1% | $12,624-87.2% |