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 | $109,469 | $72,012+52.0% | $185,823-41.1% | $79,858+37.1% |
| Participation rate | 39.3% | 65.8%-26.5pp | 78.0%-38.7pp | 69.6%-30.3pp |
| Annual return | 11.62% | 23.12%-11.5pp | 35.95%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,260 | $3,779-66.7% | $5,632-77.6% | $3,740-66.3% |
| Admin fee / account holder | $1,927 | $4,513-57.3% | $9,500-79.7% | $5,306-63.7% |