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 | $70,089 | $111,754-37.3% | $103,333-32.2% | $145,922-52.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 16.66% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $652 | $4,212-84.5% | $3,868-83.1% | $4,660-86.0% |
| Participant deferral / active EE | $2,383 | $5,619-57.6% | $5,057-52.9% | $6,688-64.4% |
| Admin fee / account holder | $7,976 | $9,750-18.2% | $8,355-4.5% | $13,397-40.5% |