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 | $173,156 | $178,174-2.8% | $156,181+10.9% | $137,256+26.2% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.8%-24.7pp | 80.0%-25.8pp |
| Annual return | 15.37% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,067 | $4,972-78.5% | $4,294-75.2% | $4,156-74.3% |
| Participant deferral / active EE | $3,522 | $6,888-48.9% | $6,132-42.6% | $6,407-45.0% |
| Admin fee / account holder | $6,894 | $17,404-60.4% | $14,586-52.7% | $12,270-43.8% |