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 | $73,200 | $72,492+1.0% | $87,100-16.0% | $72,985+0.3% |
| Participation rate | 44.9% | 72.8%-27.9pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 22.49% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $405 | $1,894-78.6% | $2,521-84.0% | $2,440-83.4% |
| Participant deferral / active EE | $2,724 | $3,270-16.7% | $4,049-32.7% | $3,607-24.5% |
| Admin fee / account holder | $3,604 | $5,055-28.7% | $7,497-51.9% | $5,124-29.7% |