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 | $86,145 | $53,127+62.1% | $86,590-0.5% | $70,131+22.8% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 17.55% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $218 | $2,068-89.5% | $2,839-92.3% | $2,342-90.7% |
| Participant deferral / active EE | $898 | $2,696-66.7% | $3,609-75.1% | $3,332-73.0% |
| Admin fee / account holder | $1,216 | $3,585-66.1% | $4,906-75.2% | $4,645-73.8% |