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 | $85,468 | $65,365+30.8% | $92,893-8.0% | $72,985+17.1% |
| Participation rate | 37.1% | 68.3%-31.2pp | 76.0%-38.9pp | 69.5%-32.3pp |
| Annual return | 22.55% | 42.10%-19.5pp | 109.41%-86.9pp | 81.00%-58.4pp |
| Employer contribution / active EE | $199 | $2,594-92.3% | $3,653-94.5% | $2,440-91.8% |
| Participant deferral / active EE | $1,890 | $3,128-39.6% | $4,236-55.4% | $3,607-47.6% |
| Admin fee / account holder | $4,922 | $4,251+15.8% | $5,794-15.1% | $5,124-4.0% |