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 | $83,904 | $86,944-3.5% | $107,525-22.0% | $74,304+12.9% |
| Participation rate | 44.0% | 59.6%-15.5pp | 75.1%-31.0pp | 60.3%-16.3pp |
| Annual return | 20.02% | 23.52%-3.5pp | 181.32%-161.3pp | 29.43%-9.4pp |
| Employer contribution / active EE | $363 | $2,757-86.8% | $3,754-90.3% | $2,241-83.8% |
| Participant deferral / active EE | $2,843 | $3,554-20.0% | $5,116-44.4% | $3,767-24.5% |
| Admin fee / account holder | $966 | $3,727-74.1% | $8,919-89.2% | $2,969-67.5% |