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 | $116,052 | $115,770+0.2% | $101,248+14.6% | $158,922-27.0% |
| Participation rate | 27.3% | 79.4%-52.1pp | 75.8%-48.5pp | 82.0%-54.7pp |
| Annual return | 14.30% | 56.14%-41.8pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $602 | $4,175-85.6% | $3,660-83.6% | $4,761-87.4% |
| Participant deferral / active EE | $2,148 | $4,957-56.7% | $4,370-50.8% | $5,982-64.1% |
| Admin fee / account holder | $5,614 | $7,245-22.5% | $5,945-5.6% | $11,246-50.1% |