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 | $76,384 | $157,256-51.4% | $141,162-45.9% | $152,861-50.0% |
| Participation rate | 47.8% | 84.8%-37.0pp | 82.5%-34.6pp | 82.4%-34.6pp |
| Annual return | 20.56% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $835 | $5,261-84.1% | $4,735-82.4% | $4,762-82.5% |
| Participant deferral / active EE | $2,518 | $7,109-64.6% | $6,709-62.5% | $5,850-57.0% |
| Admin fee / account holder | $8,153 | $12,120-32.7% | $10,261-20.5% | $11,596-29.7% |