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 | $140,231 | $179,726-22.0% | $156,263-10.3% | $142,382-1.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 15.12% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $597 | $5,069-88.2% | $4,333-86.2% | $4,299-86.1% |
| Participant deferral / active EE | $4,807 | $6,956-30.9% | $6,158-21.9% | $6,507-26.1% |
| Admin fee / account holder | $1,284 | $17,272-92.6% | $14,255-91.0% | $12,624-89.8% |