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 | $100,687 | $67,606+48.9% | $82,313+22.3% | $70,131+43.6% |
| Participation rate | 62.7% | 72.8%-10.0pp | 76.9%-14.1pp | 69.5%-6.8pp |
| Annual return | 18.01% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $197 | $1,755-88.8% | $2,428-91.9% | $2,342-91.6% |
| Participant deferral / active EE | $2,691 | $2,987-9.9% | $3,706-27.4% | $3,332-19.2% |
| Admin fee / account holder | $1,264 | $4,512-72.0% | $5,608-77.5% | $4,645-72.8% |