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 | $64,983 | $46,553+39.6% | $64,056+1.4% | $75,163-13.5% |
| Participation rate | 27.3% | 65.9%-38.7pp | 72.3%-45.0pp | 67.2%-39.9pp |
| Annual return | 22.41% | 26.03%-3.6pp | 33.69%-11.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,448 | $2,837-13.7% | $3,880-36.9% | $4,125-40.7% |
| Admin fee / account holder | $451 | $2,952-84.7% | $3,068-85.3% | $5,651-92.0% |