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 7-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 | $133,761 | $106,515+25.6% | $96,683+38.4% | $139,434-4.1% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.0pp |
| Annual return | 18.88% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $724 | $4,103-82.3% | $3,737-80.6% | $4,751-84.8% |
| Participant deferral / active EE | $3,488 | $5,454-36.0% | $4,878-28.5% | $6,710-48.0% |
| Admin fee / account holder | $2,387 | $7,877-69.7% | $6,730-64.5% | $11,403-79.1% |