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 | $82,542 | $65,365+26.3% | $92,893-11.1% | $72,985+13.1% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 26.77% | 42.10%-15.3pp | 109.41%-82.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $328 | $2,594-87.4% | $3,653-91.0% | $2,440-86.6% |
| Participant deferral / active EE | $1,327 | $3,128-57.6% | $4,236-68.7% | $3,607-63.2% |
| Admin fee / account holder | $3,428 | $4,251-19.4% | $5,794-40.8% | $5,124-33.1% |