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 | $83,687 | $127,065-34.1% | $113,168-26.1% | $142,382-41.2% |
| Participation rate | 52.6% | 79.2%-26.6pp | 76.6%-23.9pp | 80.1%-27.5pp |
| Annual return | 16.32% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.8pp |
| Employer contribution / active EE | $746 | $3,442-78.3% | $2,975-74.9% | $4,299-82.7% |
| Participant deferral / active EE | $3,223 | $5,716-43.6% | $5,107-36.9% | $6,507-50.5% |
| Admin fee / account holder | $1,777 | $15,736-88.7% | $12,068-85.3% | $12,624-85.9% |