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 | $80,977 | $89,753-9.8% | $107,525-24.7% | $84,808-4.5% |
| Participation rate | 54.3% | 68.1%-13.8pp | 75.1%-20.8pp | 68.3%-14.0pp |
| Annual return | 16.06% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $716 | $3,113-77.0% | $3,754-80.9% | $2,631-72.8% |
| Participant deferral / active EE | $2,570 | $4,056-36.6% | $5,116-49.8% | $4,212-39.0% |
| Admin fee / account holder | $2,566 | $7,222-64.5% | $8,919-71.2% | $7,344-65.1% |