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 | $91,989 | $100,773-8.7% | $88,946+3.4% | $142,382-35.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 18.26% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $206 | $2,918-92.9% | $2,555-91.9% | $4,299-95.2% |
| Participant deferral / active EE | $2,634 | $5,230-49.6% | $4,581-42.5% | $6,507-59.5% |
| Admin fee / account holder | $701 | $9,693-92.8% | $8,261-91.5% | $12,624-94.4% |