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 | $134,287 | $74,927+79.2% | $101,794+31.9% | $84,808+58.3% |
| Participation rate | 42.0% | 61.4%-19.4pp | 69.2%-27.2pp | 68.3%-26.3pp |
| Annual return | 17.80% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $284 | $1,522-81.3% | $2,289-87.6% | $2,631-89.2% |
| Participant deferral / active EE | $4,654 | $3,099+50.2% | $4,084+13.9% | $4,212+10.5% |
| Admin fee / account holder | $4,524 | $6,514-30.6% | $8,777-48.5% | $7,344-38.4% |