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 | $171,277 | $86,929+97.0% | $102,423+67.2% | $80,856+111.8% |
| Participation rate | 52.6% | 72.4%-19.7pp | 76.5%-23.9pp | 67.6%-15.0pp |
| Annual return | 17.61% | 18.88%-1.3pp | 29.32%-11.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,783 | $4,118-32.4% | $5,053-44.9% | $4,296-35.2% |
| Admin fee / account holder | $1,161 | $8,049-85.6% | $9,451-87.7% | $6,918-83.2% |