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 | $68,940 | $64,324+7.2% | $118,925-42.0% | $79,858-13.7% |
| Participation rate | 36.4% | 64.9%-28.5pp | 75.4%-39.0pp | 69.6%-33.3pp |
| Annual return | 18.88% | 86.45%-67.6pp | 35.88%-17.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $455 | $1,836-75.2% | $3,263-86.0% | $2,471-81.6% |
| Participant deferral / active EE | $1,205 | $2,824-57.3% | $4,265-71.7% | $3,740-67.8% |
| Admin fee / account holder | $798 | $4,040-80.3% | $6,581-87.9% | $5,306-85.0% |