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 | $92,093 | $53,822+71.1% | $75,696+21.7% | $85,850+7.3% |
| Participation rate | 44.0% | 69.1%-25.1pp | 74.8%-30.8pp | 69.3%-25.3pp |
| Annual return | 12.93% | 24.54%-11.6pp | 104.53%-91.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $305 | $2,017-84.9% | $2,743-88.9% | $2,565-88.1% |
| Participant deferral / active EE | $2,046 | $2,895-29.3% | $3,821-46.5% | $3,952-48.2% |
| Admin fee / account holder | $817 | $3,343-75.6% | $3,619-77.4% | $6,260-86.9% |