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 | $138,283 | $99,341+39.2% | $84,750+63.2% | $273,961-49.5% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.45% | 22.93%-20.5pp | 22.78%-20.3pp | 41.45%-39.0pp |
| Employer contribution / active EE | $297 | $4,214-93.0% | $3,574-91.7% | $4,869-93.9% |
| Participant deferral / active EE | $2,098 | $4,269-50.9% | $3,712-43.5% | $5,287-60.3% |
| Admin fee / account holder | $10,307 | $6,644+55.1% | $5,332+93.3% | $10,132+1.7% |