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 | $112,866 | $124,319-9.2% | $111,297+1.4% | $167,490-32.6% |
| Participation rate | 60.9% | 79.6%-18.7pp | 77.3%-16.4pp | 82.1%-21.2pp |
| Annual return | 15.50% | 37.44%-21.9pp | 54.65%-39.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $439 | $3,435-87.2% | $2,731-83.9% | $4,837-90.9% |
| Participant deferral / active EE | $3,704 | $5,180-28.5% | $4,487-17.5% | $6,341-41.6% |
| Admin fee / account holder | $645 | $10,618-93.9% | $7,964-91.9% | $12,309-94.8% |