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 | $79,641 | $58,208+36.8% | $81,812-2.7% | $80,856-1.5% |
| Participation rate | 56.8% | 63.4%-6.7pp | 72.3%-15.6pp | 67.6%-10.9pp |
| Annual return | 14.04% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $135 | $2,340-94.2% | $2,912-95.4% | $2,755-95.1% |
| Participant deferral / active EE | $2,659 | $3,281-19.0% | $4,319-38.4% | $4,296-38.1% |
| Admin fee / account holder | $1,218 | $4,981-75.5% | $7,386-83.5% | $6,918-82.4% |