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 | $168,246 | $118,450+42.0% | $98,439+70.9% | $139,434+20.7% |
| Participation rate | 52.9% | 77.4%-24.5pp | 75.2%-22.2pp | 80.3%-27.4pp |
| Annual return | 20.88% | 18.94%+1.9pp | 21.16%-0.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $590 | $3,609-83.7% | $3,048-80.7% | $4,751-87.6% |
| Participant deferral / active EE | $1,901 | $5,392-64.7% | $4,738-59.9% | $6,710-71.7% |
| Admin fee / account holder | $3,163 | $14,026-77.4% | $8,948-64.7% | $11,403-72.3% |