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 | $165,634 | $154,117+7.5% | $129,995+27.4% | $139,434+18.8% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.5%-31.4pp | 80.3%-33.3pp |
| Annual return | 17.29% | 32.48%-15.2pp | -137.18%+154.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $867 | $5,289-83.6% | $4,320-79.9% | $4,751-81.7% |
| Participant deferral / active EE | $3,229 | $6,710-51.9% | $5,820-44.5% | $6,710-51.9% |
| Admin fee / account holder | $2,857 | $14,007-79.6% | $10,614-73.1% | $11,403-74.9% |