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 | $93,423 | $104,251-10.4% | $91,001+2.7% | $147,584-36.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 11.14% | 27.06%-15.9pp | 4.60%+6.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $135 | $3,116-95.7% | $2,456-94.5% | $4,876-97.2% |
| Participant deferral / active EE | $2,516 | $4,195-40.0% | $3,547-29.1% | $5,439-53.7% |
| Admin fee / account holder | $455 | $8,948-94.9% | $5,417-91.6% | $10,885-95.8% |