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 | $104,452 | $95,453+9.4% | $112,040-6.8% | $82,448+26.7% |
| Participation rate | 34.4% | 72.8%-38.3pp | 76.5%-42.1pp | 68.1%-33.6pp |
| Annual return | 13.75% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $265 | $2,318-88.5% | $2,954-91.0% | $2,551-89.6% |
| Participant deferral / active EE | $3,185 | $4,224-24.6% | $5,098-37.5% | $4,139-23.1% |
| Admin fee / account holder | $7,199 | $9,013-20.1% | $12,098-40.5% | $7,234-0.5% |