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 | $142,638 | $75,963+87.8% | $97,995+45.6% | $70,131+103.4% |
| Participation rate | 37.0% | 77.0%-39.9pp | 82.4%-45.3pp | 69.5%-32.5pp |
| Annual return | 19.41% | 19.26%+0.1pp | 23.94%-4.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,015 | $4,053-50.3% | $5,097-60.5% | $3,332-39.5% |
| Admin fee / account holder | $4,614 | $5,407-14.7% | $5,943-22.4% | $4,645-0.7% |