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 4-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 | $96,953 | $73,933+31.1% | $96,683+0.3% | $75,163+29.0% |
| Participation rate | 43.8% | 66.4%-22.7pp | 74.3%-30.6pp | 67.2%-23.4pp |
| Annual return | 13.84% | 26.70%-12.9pp | 35.69%-21.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $530 | $2,928-81.9% | $3,737-85.8% | $2,670-80.2% |
| Participant deferral / active EE | $3,198 | $3,659-12.6% | $4,878-34.4% | $4,125-22.5% |
| Admin fee / account holder | $2,453 | $5,216-53.0% | $6,730-63.6% | $5,651-56.6% |