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 | $73,882 | $116,175-36.4% | $93,606-21.1% | $152,861-51.7% |
| Participation rate | 62.5% | 78.0%-15.5pp | 75.8%-13.3pp | 82.4%-19.9pp |
| Annual return | 18.48% | 35.96%-17.5pp | 32.76%-14.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $382 | $3,218-88.1% | $2,718-85.9% | $4,762-92.0% |
| Participant deferral / active EE | $1,614 | $4,603-64.9% | $4,069-60.3% | $5,850-72.4% |
| Admin fee / account holder | $594 | $10,748-94.5% | $7,888-92.5% | $11,596-94.9% |