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 | $152,905 | $183,519-16.7% | $155,509-1.7% | $145,922+4.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 16.83% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.5pp |
| Employer contribution / active EE | $696 | $5,313-86.9% | $4,672-85.1% | $4,660-85.1% |
| Participant deferral / active EE | $5,063 | $6,462-21.7% | $5,626-10.0% | $6,688-24.3% |
| Admin fee / account holder | $1,324 | $19,313-93.1% | $15,912-91.7% | $13,397-90.1% |