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 | $82,012 | $101,069-18.9% | $81,478+0.7% | $147,584-44.4% |
| Participation rate | 44.4% | 74.5%-30.0pp | 68.0%-23.5pp | 82.8%-38.4pp |
| Annual return | 22.41% | 32.40%-10.0pp | 38.78%-16.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $72 | $3,205-97.7% | $2,568-97.2% | $4,876-98.5% |
| Participant deferral / active EE | $724 | $4,242-82.9% | $3,537-79.5% | $5,439-86.7% |
| Admin fee / account holder | $1,308 | $5,812-77.5% | $4,561-71.3% | $10,885-88.0% |