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 | $87,133 | $87,540-0.5% | $75,781+15.0% | $125,391-30.5% |
| Participation rate | 68.4% | 80.2%-11.7pp | 75.8%-7.4pp | 83.2%-14.8pp |
| Annual return | 0.32% | 13.48%-13.2pp | 9.68%-9.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,241 | $4,229-23.4% | $3,651-11.2% | $5,352-39.4% |
| Admin fee / account holder | $371 | $6,502-94.3% | $5,299-93.0% | $9,540-96.1% |