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 | $139,178 | $54,762+154.2% | $90,281+54.2% | $72,985+90.7% |
| Participation rate | 36.5% | 65.1%-28.7pp | 73.3%-36.8pp | 69.5%-33.0pp |
| Annual return | 23.90% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,634 | $2,887+25.9% | $3,885-6.5% | $3,607+0.7% |
| Admin fee / account holder | $4,547 | $3,972+14.5% | $5,351-15.0% | $5,124-11.3% |