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 | $137,450 | $238,490-42.4% | $180,183-23.7% | $142,382-3.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 16.21% | 33.56%-17.4pp | 27.86%-11.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $514 | $6,143-91.6% | $5,039-89.8% | $4,299-88.0% |
| Participant deferral / active EE | $3,428 | $7,996-57.1% | $6,822-49.8% | $6,507-47.3% |
| Admin fee / account holder | $1,294 | $28,866-95.5% | $19,975-93.5% | $12,624-89.8% |