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 | $14,640 | $95,266-84.6% | $82,389-82.2% | $142,382-89.7% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.5%-4.3pp | 80.1%-14.9pp |
| Annual return | 15.14% | 25.74%-10.6pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $422 | $2,991-85.9% | $2,517-83.2% | $4,299-90.2% |
| Participant deferral / active EE | $1,558 | $4,809-67.6% | $4,155-62.5% | $6,507-76.1% |
| Admin fee / account holder | $779 | $8,563-90.9% | $7,231-89.2% | $12,624-93.8% |