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 | $67,453 | $35,183+91.7% | $73,545-8.3% | $70,131-3.8% |
| Participation rate | 29.7% | 42.9%-13.3pp | 54.9%-25.3pp | 69.5%-39.9pp |
| Annual return | 17.34% | 26.90%-9.6pp | -15.16%+32.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $510 | $1,220-58.2% | $1,806-71.7% | $3,332-84.7% |
| Admin fee / account holder | $2,884 | $2,302+25.3% | $2,320+24.3% | $4,645-37.9% |