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 | $61,281 | $53,127+15.3% | $86,590-29.2% | $70,131-12.6% |
| Participation rate | 53.2% | 65.3%-12.1pp | 73.5%-20.4pp | 69.5%-16.4pp |
| Annual return | 19.07% | 27.66%-8.6pp | 964.84%-945.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,292 | $2,696-52.1% | $3,609-64.2% | $3,332-61.2% |
| Admin fee / account holder | $360 | $3,585-90.0% | $4,906-92.7% | $4,645-92.3% |