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 | $171,213 | $198,466-13.7% | $170,442+0.5% | $147,584+16.0% |
| Participation rate | 35.7% | 88.0%-52.3pp | 83.6%-47.9pp | 82.8%-47.1pp |
| Annual return | 17.81% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $638 | $6,184-89.7% | $5,433-88.3% | $4,876-86.9% |
| Participant deferral / active EE | $3,454 | $5,629-38.6% | $4,939-30.1% | $5,439-36.5% |
| Admin fee / account holder | $594 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |