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 | $192,562 | $109,413+76.0% | $156,263+23.2% | $84,808+127.1% |
| Participation rate | 20.0% | 72.7%-52.7pp | 78.9%-58.9pp | 68.3%-48.3pp |
| Annual return | 16.85% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $617 | $2,907-78.8% | $4,333-85.8% | $2,631-76.6% |
| Participant deferral / active EE | $2,933 | $4,590-36.1% | $6,158-52.4% | $4,212-30.4% |
| Admin fee / account holder | $1,292 | $9,357-86.2% | $14,255-90.9% | $7,344-82.4% |