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 | $76,407+5.4% | $150,298-46.4% | $82,448-2.3% |
| Participation rate | 22.5% | 66.4%-43.9pp | 77.8%-55.3pp | 68.1%-45.6pp |
| Annual return | 16.34% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $100 | $2,614-96.2% | $4,154-97.6% | $2,551-96.1% |
| Participant deferral / active EE | $2,000 | $3,214-37.8% | $5,453-63.3% | $4,139-51.7% |
| Admin fee / account holder | $1,671 | $6,352-73.7% | $14,116-88.2% | $7,234-76.9% |