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 | $113,313 | $179,726-37.0% | $156,263-27.5% | $142,382-20.4% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 11.69% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,299 | $6,956-52.6% | $6,158-46.4% | $6,507-49.3% |
| Admin fee / account holder | $4,829 | $17,272-72.0% | $14,255-66.1% | $12,624-61.7% |