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 | $191,995 | $209,336-8.3% | $197,124-2.6% | $137,256+39.9% |
| Participation rate | 61.5% | 87.3%-25.8pp | 86.7%-25.2pp | 80.0%-18.4pp |
| Annual return | 15.44% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $403 | $6,591-93.9% | $6,227-93.5% | $4,156-90.3% |
| Participant deferral / active EE | $3,218 | $9,614-66.5% | $9,135-64.8% | $6,407-49.8% |
| Admin fee / account holder | $1,965 | $17,308-88.6% | $16,298-87.9% | $12,270-84.0% |