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 | $97,417 | $89,753+8.5% | $107,525-9.4% | $84,808+14.9% |
| Participation rate | 42.5% | 68.1%-25.6pp | 75.1%-32.6pp | 68.3%-25.8pp |
| Annual return | 19.56% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,980 | $4,056-26.5% | $5,116-41.7% | $4,212-29.2% |
| Admin fee / account holder | $831 | $7,222-88.5% | $8,919-90.7% | $7,344-88.7% |