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 | $65,232 | $73,638-11.4% | $95,952-32.0% | $73,488-11.2% |
| Participation rate | 51.3% | 76.2%-24.8pp | 77.1%-25.7pp | 70.7%-19.4pp |
| Annual return | 13.84% | 16.78%-2.9pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $447 | $1,863-76.0% | $2,541-82.4% | $2,270-80.3% |
| Participant deferral / active EE | $2,340 | $3,617-35.3% | $4,167-43.9% | $3,740-37.4% |
| Admin fee / account holder | $3,552 | $482+636.9% | $6,795-47.7% | $513+592.4% |