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 | $133,150 | $177,572-25.0% | $154,803-14.0% | $142,382-6.5% |
| Participation rate | 10.0% | 82.1%-72.1pp | 78.1%-68.1pp | 80.1%-70.1pp |
| Annual return | 15.42% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $390 | $4,810-91.9% | $4,305-90.9% | $4,299-90.9% |
| Participant deferral / active EE | $2,145 | $6,272-65.8% | $5,540-61.3% | $6,507-67.0% |
| Admin fee / account holder | $1,158 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |