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 | $54,172 | $73,933-26.7% | $96,683-44.0% | $75,163-27.9% |
| Participation rate | 40.3% | 66.4%-26.2pp | 74.3%-34.1pp | 67.2%-26.9pp |
| Annual return | 14.43% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $32 | $2,928-98.9% | $3,737-99.2% | $2,670-98.8% |
| Participant deferral / active EE | $3,533 | $3,659-3.4% | $4,878-27.6% | $4,125-14.4% |
| Admin fee / account holder | $2,314 | $5,216-55.6% | $6,730-65.6% | $5,651-59.1% |