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 | $91,380 | $159,602-42.7% | $150,045-39.1% | $142,382-35.8% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.3%-36.2pp | 80.1%-34.0pp |
| Annual return | 16.61% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $172 | $4,961-96.5% | $4,693-96.3% | $4,299-96.0% |
| Participant deferral / active EE | $3,092 | $8,310-62.8% | $7,997-61.3% | $6,507-52.5% |
| Admin fee / account holder | $18,080 | $14,846+21.8% | $13,435+34.6% | $12,624+43.2% |