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 | $103,034 | $65,365+57.6% | $92,893+10.9% | $72,985+41.2% |
| Participation rate | 45.1% | 68.3%-23.2pp | 76.0%-30.9pp | 69.5%-24.4pp |
| Annual return | 22.75% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $555 | $2,594-78.6% | $3,653-84.8% | $2,440-77.3% |
| Participant deferral / active EE | $2,283 | $3,128-27.0% | $4,236-46.1% | $3,607-36.7% |
| Admin fee / account holder | $2,756 | $4,251-35.2% | $5,794-52.4% | $5,124-46.2% |