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 | $55,527 | $87,733-36.7% | $106,548-47.9% | $85,850-35.3% |
| Participation rate | 66.7% | 71.9%-5.3pp | 76.1%-9.5pp | 69.3%-2.6pp |
| Annual return | 15.79% | 21.86%-6.1pp | 26.80%-11.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $393 | $2,073-81.0% | $2,819-86.1% | $2,565-84.7% |
| Participant deferral / active EE | $2,526 | $3,469-27.2% | $4,398-42.6% | $3,952-36.1% |
| Admin fee / account holder | $19,227 | $6,767+184.1% | $7,407+159.6% | $6,260+207.2% |