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 | $130,998 | $142,405-8.0% | $115,157+13.8% | $152,861-14.3% |
| Participation rate | 60.9% | 82.4%-21.5pp | 75.9%-15.0pp | 82.4%-21.6pp |
| Annual return | 20.46% | 41.48%-21.0pp | 35.60%-15.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $658 | $4,010-83.6% | $3,179-79.3% | $4,762-86.2% |
| Participant deferral / active EE | $3,180 | $5,164-38.4% | $4,168-23.7% | $5,850-45.7% |
| Admin fee / account holder | $1,295 | $8,462-84.7% | $7,088-81.7% | $11,596-88.8% |