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 | $182,222 | $70,475+158.6% | $100,516+81.3% | $79,858+128.2% |
| Participation rate | 59.0% | 73.7%-14.7pp | 79.4%-20.4pp | 69.6%-10.7pp |
| Annual return | 16.74% | 21.90%-5.2pp | 30.89%-14.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,927 | $5,181+53.0% | $6,270+26.4% | $3,740+112.0% |
| Admin fee / account holder | $7,832 | $4,478+74.9% | $8,081-3.1% | $5,306+47.6% |