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 | $94,471 | $96,965-2.6% | $97,995-3.6% | $147,584-36.0% |
| Participation rate | 44.4% | 83.6%-39.2pp | 82.4%-37.9pp | 82.8%-38.4pp |
| Annual return | 12.02% | 24.11%-12.1pp | 23.94%-11.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $555 | $4,536-87.8% | $4,158-86.7% | $4,876-88.6% |
| Participant deferral / active EE | $2,561 | $5,081-49.6% | $5,097-49.8% | $5,439-52.9% |
| Admin fee / account holder | $6,722 | $8,120-17.2% | $5,943+13.1% | $10,885-38.2% |