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 | $115,974 | $95,453+21.5% | $112,040+3.5% | $82,448+40.7% |
| Participation rate | 40.4% | 72.8%-32.3pp | 76.5%-36.1pp | 68.1%-27.6pp |
| Annual return | 14.22% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $282 | $2,318-87.9% | $2,954-90.5% | $2,551-89.0% |
| Participant deferral / active EE | $1,977 | $4,224-53.2% | $5,098-61.2% | $4,139-52.2% |
| Admin fee / account holder | $2,967 | $9,013-67.1% | $12,098-75.5% | $7,234-59.0% |