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 | $107,205 | $181,894-41.1% | $156,549-31.5% | $273,961-60.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 13.08% | 30.74%-17.7pp | 32.23%-19.1pp | 41.45%-28.4pp |
| Employer contribution / active EE | $850 | $6,248-86.4% | $5,501-84.6% | $4,869-82.5% |
| Participant deferral / active EE | $8,169 | $5,550+47.2% | $4,871+67.7% | $5,287+54.5% |
| Admin fee / account holder | $2,393 | $15,559-84.6% | $13,027-81.6% | $10,132-76.4% |