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 | $105,329 | $152,587-31.0% | $125,175-15.9% | $152,861-31.1% |
| Participation rate | 36.4% | 83.3%-47.0pp | 79.8%-43.4pp | 82.4%-46.1pp |
| Annual return | 22.47% | 54.84%-32.4pp | 43.79%-21.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $552 | $4,946-88.8% | $3,865-85.7% | $4,762-88.4% |
| Participant deferral / active EE | $2,849 | $5,868-51.4% | $4,937-42.3% | $5,850-51.3% |
| Admin fee / account holder | $624 | $13,434-95.4% | $9,702-93.6% | $11,596-94.6% |