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 | $67,435 | $73,933-8.8% | $96,683-30.3% | $75,163-10.3% |
| Participation rate | 60.5% | 66.4%-5.9pp | 74.3%-13.8pp | 67.2%-6.7pp |
| Annual return | 13.27% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $573 | $2,928-80.4% | $3,737-84.7% | $2,670-78.6% |
| Participant deferral / active EE | $3,018 | $3,659-17.5% | $4,878-38.1% | $4,125-26.8% |
| Admin fee / account holder | $3,413 | $5,216-34.6% | $6,730-49.3% | $5,651-39.6% |