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 | $136,057 | $162,781-16.4% | $133,956+1.6% | $158,922-14.4% |
| Participation rate | 41.7% | 83.2%-41.6pp | 79.8%-38.2pp | 82.0%-40.3pp |
| Annual return | 19.36% | 41.94%-22.6pp | 45.09%-25.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $835 | $4,975-83.2% | $3,919-78.7% | $4,761-82.5% |
| Participant deferral / active EE | $3,795 | $5,911-35.8% | $5,048-24.8% | $5,982-36.6% |
| Admin fee / account holder | $912 | $11,736-92.2% | $8,927-89.8% | $11,246-91.9% |