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 | $184,383 | $179,726+2.6% | $156,263+18.0% | $142,382+29.5% |
| Participation rate | 45.0% | 82.1%-37.1pp | 78.9%-33.9pp | 80.1%-35.1pp |
| Annual return | 12.59% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $462 | $5,069-90.9% | $4,333-89.3% | $4,299-89.3% |
| Participant deferral / active EE | $3,153 | $6,956-54.7% | $6,158-48.8% | $6,507-51.5% |
| Admin fee / account holder | $638 | $17,272-96.3% | $14,255-95.5% | $12,624-94.9% |