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 | $67,772 | $80,717-16.0% | $154,803-56.2% | $84,808-20.1% |
| Participation rate | 10.4% | 66.8%-56.4pp | 78.1%-67.6pp | 68.3%-57.9pp |
| Annual return | 13.24% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $306 | $2,761-88.9% | $4,305-92.9% | $2,631-88.4% |
| Participant deferral / active EE | $1,224 | $3,303-63.0% | $5,540-77.9% | $4,212-70.9% |
| Admin fee / account holder | $313 | $6,746-95.4% | $14,329-97.8% | $7,344-95.7% |