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 | $119,006 | $114,381+4.0% | $107,525+10.7% | $142,382-16.4% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.1%-53.6pp | 80.1%-58.7pp |
| Annual return | 16.33% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $368 | $4,015-90.8% | $3,754-90.2% | $4,299-91.5% |
| Participant deferral / active EE | $2,381 | $5,564-57.2% | $5,116-53.5% | $6,507-63.4% |
| Admin fee / account holder | $853 | $9,860-91.4% | $8,919-90.4% | $12,624-93.2% |