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 | $80,272 | $78,926+1.7% | $136,749-41.3% | $84,808-5.3% |
| Participation rate | 31.6% | 62.2%-30.6pp | 72.1%-40.6pp | 68.3%-36.7pp |
| Annual return | 13.25% | 18.17%-4.9pp | 24.33%-11.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $493 | $2,134-76.9% | $3,400-85.5% | $2,631-81.3% |
| Participant deferral / active EE | $2,356 | $3,168-25.6% | $4,692-49.8% | $4,212-44.1% |
| Admin fee / account holder | $2,736 | $6,369-57.0% | $11,386-76.0% | $7,344-62.7% |