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 | $144,129 | $181,894-20.8% | $156,549-7.9% | $273,961-47.4% |
| Participation rate | 52.2% | 88.4%-36.2pp | 84.0%-31.8pp | 83.0%-30.8pp |
| Annual return | 6.07% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,069 | $6,248-82.9% | $5,501-80.6% | $4,869-78.0% |
| Participant deferral / active EE | $2,516 | $5,550-54.7% | $4,871-48.4% | $5,287-52.4% |
| Admin fee / account holder | $772 | $15,559-95.0% | $13,027-94.1% | $10,132-92.4% |