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 | $79,988 | $74,927+6.8% | $101,794-21.4% | $84,808-5.7% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.2%-29.2pp | 68.3%-28.3pp |
| Annual return | 15.85% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $316 | $1,522-79.3% | $2,289-86.2% | $2,631-88.0% |
| Participant deferral / active EE | $2,963 | $3,099-4.4% | $4,084-27.4% | $4,212-29.6% |
| Admin fee / account holder | $6,308 | $6,514-3.2% | $8,777-28.1% | $7,344-14.1% |