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 | $181,462 | $214,378-15.4% | $200,582-9.5% | $142,382+27.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 13.90% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $748 | $6,841-89.1% | $6,419-88.3% | $4,299-82.6% |
| Participant deferral / active EE | $4,544 | $9,865-53.9% | $9,331-51.3% | $6,507-30.2% |
| Admin fee / account holder | $5,972 | $17,692-66.2% | $16,305-63.4% | $12,624-52.7% |