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 | $139,156 | $162,781-14.5% | $133,956+3.9% | $158,922-12.4% |
| Participation rate | 45.8% | 83.2%-37.4pp | 79.8%-34.0pp | 82.0%-36.1pp |
| Annual return | 14.46% | 41.94%-27.5pp | 45.09%-30.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $605 | $4,975-87.8% | $3,919-84.6% | $4,761-87.3% |
| Participant deferral / active EE | $2,606 | $5,911-55.9% | $5,048-48.4% | $5,982-56.4% |
| Admin fee / account holder | $3,572 | $11,736-69.6% | $8,927-60.0% | $11,246-68.2% |