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 | $118,747 | $107,334+10.6% | $92,893+27.8% | $152,861-22.3% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.4%-41.5pp |
| Annual return | 23.20% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $189 | $4,221-95.5% | $3,653-94.8% | $4,762-96.0% |
| Participant deferral / active EE | $1,889 | $4,845-61.0% | $4,236-55.4% | $5,850-67.7% |
| Admin fee / account holder | $1,014 | $7,079-85.7% | $5,794-82.5% | $11,596-91.3% |