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 | $82,265 | $76,407+7.7% | $150,298-45.3% | $82,448-0.2% |
| Participation rate | 51.9% | 66.4%-14.5pp | 77.8%-25.9pp | 68.1%-16.2pp |
| Annual return | 20.39% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $243 | $2,614-90.7% | $4,154-94.1% | $2,551-90.5% |
| Participant deferral / active EE | $4,153 | $3,214+29.2% | $5,453-23.8% | $4,139+0.3% |
| Admin fee / account holder | $6,783 | $6,352+6.8% | $14,116-51.9% | $7,234-6.2% |