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 | $124,663 | $228,332-45.4% | $185,823-32.9% | $158,922-21.6% |
| Participation rate | 47.8% | 82.3%-34.5pp | 78.0%-30.2pp | 82.0%-34.1pp |
| Annual return | 15.74% | 40.80%-25.1pp | 35.95%-20.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $234 | $4,967-95.3% | $4,087-94.3% | $4,761-95.1% |
| Participant deferral / active EE | $2,491 | $6,415-61.2% | $5,632-55.8% | $5,982-58.4% |
| Admin fee / account holder | $3,419 | $11,864-71.2% | $9,500-64.0% | $11,246-69.6% |