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 | $77,193 | $89,753-14.0% | $107,525-28.2% | $84,808-9.0% |
| Participation rate | 64.0% | 68.1%-4.1pp | 75.1%-11.1pp | 68.3%-4.3pp |
| Annual return | 14.93% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,441 | $4,056+9.5% | $5,116-13.2% | $4,212+5.4% |
| Admin fee / account holder | $7,912 | $7,222+9.6% | $8,919-11.3% | $7,344+7.7% |