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 | $73,890 | $78,103-5.4% | $289,028-74.4% | $116,875-36.8% |
| Participation rate | 31.8% | 69.5%-37.7pp | 78.0%-46.2pp | 74.5%-42.8pp |
| Annual return | 18.36% | 15.26%+3.1pp | 243.94%-225.6pp | 16.29%+2.1pp |
| Employer contribution / active EE | $190 | $2,718-93.0% | $6,326-97.0% | $3,288-94.2% |
| Participant deferral / active EE | $2,273 | $2,921-22.2% | $4,804-52.7% | $3,885-41.5% |
| Admin fee / account holder | $1,816 | $8,683-79.1% | $14,050-87.1% | $12,263-85.2% |