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 | $92,257 | $109,413-15.7% | $156,263-41.0% | $84,808+8.8% |
| Participation rate | 30.4% | 72.7%-42.3pp | 78.9%-48.5pp | 68.3%-37.9pp |
| Annual return | 17.84% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,226 | $4,590-51.5% | $6,158-63.9% | $4,212-47.1% |
| Admin fee / account holder | $1,000 | $9,357-89.3% | $14,255-93.0% | $7,344-86.4% |