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 | $80,313 | $123,793-35.1% | $177,821-54.8% | $79,858+0.6% |
| Participation rate | 59.3% | 84.7%-25.4pp | 87.7%-28.5pp | 69.6%-10.4pp |
| Annual return | 13.19% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $456 | $4,095-88.9% | $5,918-92.3% | $2,471-81.6% |
| Participant deferral / active EE | $4,837 | $5,956-18.8% | $7,714-37.3% | $3,740+29.3% |
| Admin fee / account holder | $919 | $7,243-87.3% | $12,427-92.6% | $5,306-82.7% |