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 | $113,687 | $94,625+20.1% | $116,228-2.2% | $84,808+34.1% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.6%-41.2pp | 68.3%-35.0pp |
| Annual return | 15.85% | 20.40%-4.6pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $240 | $2,347-89.8% | $2,994-92.0% | $2,631-90.9% |
| Participant deferral / active EE | $2,400 | $3,972-39.6% | $4,953-51.5% | $4,212-43.0% |
| Admin fee / account holder | $5,242 | $10,091-48.1% | $11,989-56.3% | $7,344-28.6% |