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 | $162,487 | $67,606+140.3% | $82,313+97.4% | $70,131+131.7% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 20.29% | 21.57%-1.3pp | 25.88%-5.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,424 | $2,987+14.6% | $3,706-7.6% | $3,332+2.8% |
| Admin fee / account holder | $662 | $4,512-85.3% | $5,608-88.2% | $4,645-85.8% |