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 | $94,772 | $102,828-7.8% | $105,387-10.1% | $152,861-38.0% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.6%-29.2pp | 82.4%-29.1pp |
| Annual return | 18.71% | 20.85%-2.1pp | 26.82%-8.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $130 | $4,473-97.1% | $4,213-96.9% | $4,762-97.3% |
| Participant deferral / active EE | $3,411 | $5,465-37.6% | $5,502-38.0% | $5,850-41.7% |
| Admin fee / account holder | $3,143 | $8,683-63.8% | $6,559-52.1% | $11,596-72.9% |