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 | $80,104 | $104,664-23.5% | $85,682-6.5% | $167,490-52.2% |
| Participation rate | 59.1% | 76.4%-17.3pp | 69.9%-10.8pp | 82.1%-23.0pp |
| Annual return | 16.67% | 21.45%-4.8pp | 21.49%-4.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $369 | $3,337-88.9% | $2,618-85.9% | $4,837-92.4% |
| Participant deferral / active EE | $2,003 | $4,824-58.5% | $3,923-48.9% | $6,341-68.4% |
| Admin fee / account holder | $1,457 | $10,032-85.5% | $6,873-78.8% | $12,309-88.2% |