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 | $49,418 | $53,127-7.0% | $86,590-42.9% | $70,131-29.5% |
| Participation rate | 51.9% | 65.3%-13.5pp | 73.5%-21.7pp | 69.5%-17.7pp |
| Annual return | 14.70% | 27.66%-13.0pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $98 | $2,068-95.3% | $2,839-96.6% | $2,342-95.8% |
| Participant deferral / active EE | $1,637 | $2,696-39.3% | $3,609-54.6% | $3,332-50.9% |
| Admin fee / account holder | $3,118 | $3,585-13.0% | $4,906-36.4% | $4,645-32.9% |