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 6-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 | $110,998 | $117,983-5.9% | $101,794+9.0% | $142,382-22.0% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.2%-52.5pp | 80.1%-63.5pp |
| Annual return | 19.50% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $416 | $2,773-85.0% | $2,289-81.8% | $4,299-90.3% |
| Participant deferral / active EE | $2,785 | $4,714-40.9% | $4,084-31.8% | $6,507-57.2% |
| Admin fee / account holder | $413 | $10,433-96.0% | $8,777-95.3% | $12,624-96.7% |