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 | $72,869 | $109,413-33.4% | $156,263-53.4% | $84,808-14.1% |
| Participation rate | 31.2% | 72.7%-41.5pp | 78.9%-47.7pp | 68.3%-37.1pp |
| Annual return | 13.22% | 20.18%-7.0pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $802 | $2,907-72.4% | $4,333-81.5% | $2,631-69.5% |
| Participant deferral / active EE | $2,341 | $4,590-49.0% | $6,158-62.0% | $4,212-44.4% |
| Admin fee / account holder | $372 | $9,357-96.0% | $14,255-97.4% | $7,344-94.9% |