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 | $73,530 | $56,317+30.6% | $71,209+3.3% | $74,304-1.0% |
| Participation rate | 7.6% | 55.1%-47.5pp | 73.8%-66.1pp | 60.3%-52.7pp |
| Annual return | 17.95% | 42.83%-24.9pp | 282.51%-264.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $211 | $2,160-90.3% | $2,721-92.3% | $2,241-90.6% |
| Participant deferral / active EE | $527 | $2,788-81.1% | $4,175-87.4% | $3,767-86.0% |
| Admin fee / account holder | $658 | $2,290-71.3% | $5,349-87.7% | $2,969-77.8% |