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 | $212,703 | $135,952+56.5% | $123,892+71.7% | $273,961-22.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.90% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $245 | $5,170-95.3% | $4,617-94.7% | $4,869-95.0% |
| Participant deferral / active EE | $5,925 | $6,343-6.6% | $5,984-1.0% | $5,287+12.1% |
| Admin fee / account holder | $1,070 | $9,817-89.1% | $8,357-87.2% | $10,132-89.4% |