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 | $74,668 | $100,923-26.0% | $150,045-50.2% | $74,304+0.5% |
| Participation rate | 46.0% | 70.1%-24.1pp | 82.3%-36.3pp | 60.3%-14.3pp |
| Annual return | 21.40% | 51.77%-30.4pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,681 | $6,709-30.2% | $7,997-41.5% | $3,767+24.3% |
| Admin fee / account holder | $2,987 | $2,767+7.9% | $13,435-77.8% | $2,969+0.6% |