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 | $61,497 | $58,828+4.5% | $77,999-21.2% | $62,891-2.2% |
| Participation rate | 54.5% | 71.1%-16.5pp | 75.5%-21.0pp | 69.3%-14.8pp |
| Annual return | 5.26% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,708 | $2,686+0.8% | $3,497-22.6% | $3,203-15.5% |
| Admin fee / account holder | $15,869 | $4,393+261.2% | $5,480+189.5% | $4,296+269.4% |