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 | $239,571-42.6% | $183,328-25.0% | $137,256+0.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 16.21% | 35.69%-19.5pp | 29.67%-13.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $514 | $6,148-91.6% | $5,055-89.8% | $4,156-87.6% |
| Participant deferral / active EE | $3,428 | $7,995-57.1% | $6,795-49.6% | $6,407-46.5% |
| Admin fee / account holder | $1,294 | $30,059-95.7% | $21,427-94.0% | $12,270-89.5% |