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 | $55,714 | $77,503-28.1% | $100,391-44.5% | $80,856-31.1% |
| Participation rate | 44.4% | 76.9%-32.5pp | 81.5%-37.0pp | 67.6%-23.2pp |
| Annual return | 15.59% | 37.20%-21.6pp | 49.20%-33.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,716 | $6,820+13.1% | $8,082-4.5% | $4,296+79.6% |
| Admin fee / account holder | $6,808 | $5,897+15.5% | $7,899-13.8% | $6,918-1.6% |