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 | $65,604 | $80,717-18.7% | $154,803-57.6% | $84,808-22.6% |
| Participation rate | 46.7% | 66.8%-20.1pp | 78.1%-31.3pp | 68.3%-21.6pp |
| Annual return | 33.38% | 37.96%-4.6pp | 58.88%-25.5pp | 40.90%-7.5pp |
| Employer contribution / active EE | $245 | $2,761-91.1% | $4,305-94.3% | $2,631-90.7% |
| Participant deferral / active EE | $1,933 | $3,303-41.5% | $5,540-65.1% | $4,212-54.1% |
| Admin fee / account holder | $2,005 | $6,746-70.3% | $14,329-86.0% | $7,344-72.7% |