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 | $73,579 | $63,346+16.2% | $92,233-20.2% | $70,131+4.9% |
| Participation rate | 41.3% | 68.7%-27.4pp | 76.5%-35.2pp | 69.5%-28.3pp |
| Annual return | 23.60% | 530.12%-506.5pp | 176.28%-152.7pp | 73.14%-49.5pp |
| Employer contribution / active EE | $489 | $2,471-80.2% | $3,679-86.7% | $2,342-79.1% |
| Participant deferral / active EE | $3,277 | $2,854+14.8% | $3,897-15.9% | $3,332-1.6% |
| Admin fee / account holder | $9,014 | $3,840+134.7% | $5,194+73.6% | $4,645+94.0% |