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 | $58,770 | $66,402-11.5% | $109,895-46.5% | $85,850-31.5% |
| Participation rate | 34.0% | 63.9%-29.9pp | 74.2%-40.2pp | 69.3%-35.3pp |
| Annual return | 17.31% | 19.59%-2.3pp | 29.45%-12.1pp | 318.53%-301.2pp |
| Employer contribution / active EE | $134 | $1,687-92.0% | $2,842-95.3% | $2,565-94.8% |
| Participant deferral / active EE | $1,772 | $2,842-37.6% | $4,048-56.2% | $3,952-55.1% |
| Admin fee / account holder | $1,382 | $4,557-69.7% | $6,066-77.2% | $6,260-77.9% |