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 | $93,671 | $179,726-47.9% | $156,263-40.1% | $142,382-34.2% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.9%-34.5pp | 80.1%-35.7pp |
| Annual return | 12.53% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $678 | $5,069-86.6% | $4,333-84.4% | $4,299-84.2% |
| Participant deferral / active EE | $4,336 | $6,956-37.7% | $6,158-29.6% | $6,507-33.4% |
| Admin fee / account holder | $1,000 | $17,272-94.2% | $14,255-93.0% | $12,624-92.1% |