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 | $129,449 | $91,552+41.4% | $133,956-3.4% | $79,858+62.1% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.9pp |
| Annual return | 15.41% | 61.85%-46.4pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $209 | $2,384-91.2% | $3,919-94.7% | $2,471-91.6% |
| Participant deferral / active EE | $3,262 | $3,733-12.6% | $5,048-35.4% | $3,740-12.8% |
| Admin fee / account holder | $3,309 | $6,321-47.7% | $8,927-62.9% | $5,306-37.6% |