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 5-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 | $60,165 | $177,572-66.1% | $154,803-61.1% | $142,382-57.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 22.23% | 65.07%-42.8pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | -$2,331 | $4,810-148.5% | $4,305-154.1% | $4,299-154.2% |
| Participant deferral / active EE | $10,201 | $6,272+62.7% | $5,540+84.1% | $6,507+56.8% |
| Admin fee / account holder | $776 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |