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 | $71,921 | $57,057+26.1% | $85,009-15.4% | $80,874-11.1% |
| Participation rate | 28.6% | 56.4%-27.8pp | 67.5%-38.9pp | 67.6%-39.1pp |
| Annual return | 11.80% | 21.66%-9.9pp | 66.47%-54.7pp | 35.62%-23.8pp |
| Employer contribution / active EE | $71 | $1,799-96.0% | $2,728-97.4% | $2,756-97.4% |
| Participant deferral / active EE | $1,392 | $3,112-55.3% | $4,522-69.2% | $4,297-67.6% |
| Admin fee / account holder | $545 | $4,986-89.1% | $6,153-91.1% | $6,935-92.1% |