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 | $53,862 | $91,407-41.1% | $135,903-60.4% | $71,457-24.6% |
| Participation rate | 61.0% | 75.7%-14.7pp | 81.9%-20.9pp | 67.9%-6.9pp |
| Annual return | 37.81% | 29.90%+7.9pp | 68.23%-30.4pp | 28.85%+9.0pp |
| Employer contribution / active EE | $771 | $3,703-79.2% | $4,856-84.1% | $2,588-70.2% |
| Participant deferral / active EE | $3,410 | $7,092-51.9% | $7,758-56.0% | $4,289-20.5% |
| Admin fee / account holder | $1,255 | $1,266-0.9% | $10,762-88.3% | $1,587-21.0% |