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 | $102,982 | $74,927+37.4% | $101,794+1.2% | $84,808+21.4% |
| Participation rate | 46.3% | 61.4%-15.1pp | 69.2%-22.8pp | 68.3%-22.0pp |
| Annual return | 13.15% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $152 | $1,522-90.0% | $2,289-93.4% | $2,631-94.2% |
| Participant deferral / active EE | $2,134 | $3,099-31.1% | $4,084-47.7% | $4,212-49.3% |
| Admin fee / account holder | $9,609 | $6,514+47.5% | $8,777+9.5% | $7,344+30.8% |