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 | $84,294 | $71,050+18.6% | $93,606-9.9% | $80,856+4.3% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.6%-31.7pp |
| Annual return | 16.08% | 11.26%+4.8pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $333 | $1,564-78.7% | $2,420-86.2% | $2,755-87.9% |
| Participant deferral / active EE | $1,788 | $4,034-55.7% | $4,411-59.5% | $4,296-58.4% |
| Admin fee / account holder | $3,572 | $6,945-48.6% | $8,285-56.9% | $6,918-48.4% |