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 | $94,924 | $176,812-46.3% | $146,665-35.3% | $167,490-43.3% |
| Participation rate | 37.5% | 83.6%-46.1pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 17.82% | 24.03%-6.2pp | 22.74%-4.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $807 | $5,160-84.4% | $4,136-80.5% | $4,837-83.3% |
| Participant deferral / active EE | $2,507 | $6,440-61.1% | $5,506-54.5% | $6,341-60.5% |
| Admin fee / account holder | $2,106 | $13,259-84.1% | $10,280-79.5% | $12,309-82.9% |