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 | $61,716 | $80,968-23.8% | $96,544-36.1% | $75,163-17.9% |
| Participation rate | 52.4% | 71.8%-19.4pp | 76.0%-23.6pp | 67.2%-14.8pp |
| Annual return | 20.77% | 27.06%-6.3pp | 25.84%-5.1pp | 160.62%-139.8pp |
| Employer contribution / active EE | $355 | $2,282-84.5% | $2,965-88.0% | $2,670-86.7% |
| Participant deferral / active EE | $1,970 | $3,928-49.8% | $4,851-59.4% | $4,125-52.2% |
| Admin fee / account holder | $686 | $6,724-89.8% | $8,252-91.7% | $5,651-87.9% |