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 | $97,862 | $74,927+30.6% | $101,794-3.9% | $84,808+15.4% |
| Participation rate | 37.7% | 61.4%-23.7pp | 69.2%-31.5pp | 68.3%-30.6pp |
| Annual return | 18.46% | 18.70%-0.2pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $56 | $1,522-96.3% | $2,289-97.5% | $2,631-97.9% |
| Participant deferral / active EE | $2,307 | $3,099-25.6% | $4,084-43.5% | $4,212-45.2% |
| Admin fee / account holder | $6,769 | $6,514+3.9% | $8,777-22.9% | $7,344-7.8% |