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 | $157,524 | $91,552+72.1% | $133,956+17.6% | $79,858+97.3% |
| Participation rate | 24.4% | 73.3%-49.0pp | 79.8%-55.4pp | 69.6%-45.2pp |
| Annual return | 17.76% | 61.85%-44.1pp | 45.09%-27.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $296 | $2,384-87.6% | $3,919-92.4% | $2,471-88.0% |
| Participant deferral / active EE | $2,235 | $3,733-40.1% | $5,048-55.7% | $3,740-40.2% |
| Admin fee / account holder | $1,094 | $6,321-82.7% | $8,927-87.7% | $5,306-79.4% |