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 | $121,747 | $65,365+86.3% | $92,893+31.1% | $72,985+66.8% |
| Participation rate | 27.3% | 68.3%-41.0pp | 76.0%-48.7pp | 69.5%-42.2pp |
| Annual return | 29.68% | 42.10%-12.4pp | 109.41%-79.7pp | 81.00%-51.3pp |
| Employer contribution / active EE | $280 | $2,594-89.2% | $3,653-92.3% | $2,440-88.5% |
| Participant deferral / active EE | $1,402 | $3,128-55.2% | $4,236-66.9% | $3,607-61.1% |
| Admin fee / account holder | $2,515 | $4,251-40.8% | $5,794-56.6% | $5,124-50.9% |