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 | $86,038 | $87,733-1.9% | $106,548-19.2% | $85,850+0.2% |
| Participation rate | 50.0% | 71.9%-21.9pp | 76.1%-26.1pp | 69.3%-19.3pp |
| Annual return | 15.73% | 21.86%-6.1pp | 26.80%-11.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $359 | $2,073-82.7% | $2,819-87.3% | $2,565-86.0% |
| Participant deferral / active EE | $1,885 | $3,469-45.7% | $4,398-57.1% | $3,952-52.3% |
| Admin fee / account holder | $4,183 | $6,767-38.2% | $7,407-43.5% | $6,260-33.2% |