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 | $88,170 | $60,349+46.1% | $74,183+18.9% | $62,891+40.2% |
| Participation rate | 43.8% | 72.7%-29.0pp | 76.6%-32.9pp | 69.3%-25.6pp |
| Annual return | 6.35% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $236 | $1,680-86.0% | $2,370-90.1% | $2,281-89.7% |
| Participant deferral / active EE | $1,760 | $2,856-38.4% | $3,550-50.4% | $3,203-45.1% |
| Admin fee / account holder | $5,398 | $4,261+26.7% | $5,586-3.4% | $4,296+25.7% |