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 | $117,476 | $88,370+32.9% | $112,977+4.0% | $79,858+47.1% |
| Participation rate | 26.2% | 76.8%-50.6pp | 82.6%-56.4pp | 69.6%-43.5pp |
| Annual return | 11.93% | 23.16%-11.2pp | 24.24%-12.3pp | 31.71%-19.8pp |
| Employer contribution / active EE | $172 | $3,398-94.9% | $4,255-96.0% | $2,471-93.0% |
| Participant deferral / active EE | $1,719 | $4,536-62.1% | $5,836-70.5% | $3,740-54.0% |
| Admin fee / account holder | $2,883 | $5,750-49.9% | $6,294-54.2% | $5,306-45.7% |