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 | $81,617 | $76,552+6.6% | $123,892-34.1% | $62,891+29.8% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 8.13% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,505 | $4,840+34.4% | $5,984+8.7% | $3,203+103.1% |
| Admin fee / account holder | $1,575 | $4,826-67.4% | $8,357-81.1% | $4,296-63.3% |