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 | $90,217 | $56,897+58.6% | $84,750+6.5% | $62,891+43.4% |
| Participation rate | 41.1% | 68.5%-27.5pp | 76.6%-35.5pp | 69.3%-28.3pp |
| Annual return | 6.93% | 6.30%+0.6pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $356 | $2,400-85.2% | $3,574-90.0% | $2,281-84.4% |
| Participant deferral / active EE | $2,029 | $2,709-25.1% | $3,712-45.3% | $3,203-36.7% |
| Admin fee / account holder | $2,398 | $3,581-33.0% | $5,332-55.0% | $4,296-44.2% |