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 | $80,565 | $80,717-0.2% | $154,803-48.0% | $84,808-5.0% |
| Participation rate | 22.5% | 66.8%-44.3pp | 78.1%-55.6pp | 68.3%-45.8pp |
| Annual return | 16.34% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $100 | $2,761-96.4% | $4,305-97.7% | $2,631-96.2% |
| Participant deferral / active EE | $2,000 | $3,303-39.4% | $5,540-63.9% | $4,212-52.5% |
| Admin fee / account holder | $1,671 | $6,746-75.2% | $14,329-88.3% | $7,344-77.2% |