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 | $87,419 | $58,512+49.4% | $84,015+4.1% | $72,985+19.8% |
| Participation rate | 52.4% | 61.2%-8.8pp | 69.0%-16.6pp | 69.5%-17.1pp |
| Annual return | 18.50% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.5pp |
| Employer contribution / active EE | $220 | $1,163-81.1% | $1,983-88.9% | $2,440-91.0% |
| Participant deferral / active EE | $2,168 | $2,394-9.4% | $3,239-33.1% | $3,607-39.9% |
| Admin fee / account holder | $1,098 | $4,569-76.0% | $6,101-82.0% | $5,124-78.6% |