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 | $100,324 | $80,968+23.9% | $96,544+3.9% | $75,163+33.5% |
| Participation rate | 45.2% | 71.8%-26.6pp | 76.0%-30.8pp | 67.2%-22.0pp |
| Annual return | 18.10% | 27.06%-9.0pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $126 | $2,282-94.5% | $2,965-95.8% | $2,670-95.3% |
| Participant deferral / active EE | $2,514 | $3,928-36.0% | $4,851-48.2% | $4,125-39.1% |
| Admin fee / account holder | $952 | $6,724-85.8% | $8,252-88.5% | $5,651-83.2% |