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 | $71,666 | $86,286-16.9% | $111,297-35.6% | $85,850-16.5% |
| Participation rate | 55.6% | 73.3%-17.8pp | 77.3%-21.8pp | 69.3%-13.8pp |
| Annual return | 14.65% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $491 | $2,043-76.0% | $2,731-82.0% | $2,565-80.9% |
| Participant deferral / active EE | $2,744 | $3,641-24.6% | $4,487-38.8% | $3,952-30.6% |
| Admin fee / account holder | $688 | $8,188-91.6% | $7,964-91.4% | $6,260-89.0% |