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 | $69,878 | $77,899-10.3% | $149,673-53.3% | $75,163-7.0% |
| Participation rate | 21.0% | 65.6%-44.6pp | 78.8%-57.8pp | 67.2%-46.2pp |
| Annual return | 17.79% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $122 | $3,137-96.1% | $4,818-97.5% | $2,670-95.4% |
| Participant deferral / active EE | $1,016 | $3,411-70.2% | $5,680-82.1% | $4,125-75.4% |
| Admin fee / account holder | $5,184 | $5,956-13.0% | $13,210-60.8% | $5,651-8.3% |