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 | $70,093 | $91,552-23.4% | $133,956-47.7% | $79,858-12.2% |
| Participation rate | 47.2% | 73.3%-26.2pp | 79.8%-32.7pp | 69.6%-22.5pp |
| Annual return | 14.66% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $543 | $2,384-77.2% | $3,919-86.1% | $2,471-78.0% |
| Participant deferral / active EE | $2,533 | $3,733-32.1% | $5,048-49.8% | $3,740-32.3% |
| Admin fee / account holder | $2,400 | $6,321-62.0% | $8,927-73.1% | $5,306-54.8% |