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 | $92,626 | $95,416-2.9% | $185,823-50.2% | $85,850+7.9% |
| Participation rate | 20.5% | 68.8%-48.3pp | 81.7%-61.2pp | 69.3%-48.9pp |
| Annual return | 14.27% | 23.59%-9.3pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $132 | $3,314-96.0% | $5,167-97.4% | $2,565-94.9% |
| Participant deferral / active EE | $1,455 | $3,423-57.5% | $5,568-73.9% | $3,952-63.2% |
| Admin fee / account holder | $799 | $7,213-88.9% | $16,237-95.1% | $6,260-87.2% |