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 | $85,546 | $95,803-10.7% | $113,168-24.4% | $84,808+0.9% |
| Participation rate | 46.8% | 72.9%-26.1pp | 76.6%-29.8pp | 68.3%-21.5pp |
| Annual return | 13.93% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $425 | $2,360-82.0% | $2,975-85.7% | $2,631-83.8% |
| Participant deferral / active EE | $2,725 | $4,242-35.8% | $5,107-46.6% | $4,212-35.3% |
| Admin fee / account holder | $7,833 | $8,989-12.9% | $12,068-35.1% | $7,344+6.7% |