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 | $171,145 | $177,572-3.6% | $154,803+10.6% | $142,382+20.2% |
| Participation rate | 38.9% | 82.1%-43.2pp | 78.1%-39.2pp | 80.1%-41.2pp |
| Annual return | 17.38% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $588 | $4,810-87.8% | $4,305-86.3% | $4,299-86.3% |
| Participant deferral / active EE | $2,512 | $6,272-59.9% | $5,540-54.7% | $6,507-61.4% |
| Admin fee / account holder | $62,505 | $16,786+272.4% | $14,329+336.2% | $12,624+395.1% |