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 | $164,263 | $175,202-6.2% | $149,673+9.7% | $139,434+17.8% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 13.86% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $700 | $5,474-87.2% | $4,818-85.5% | $4,751-85.3% |
| Participant deferral / active EE | $3,826 | $6,519-41.3% | $5,680-32.6% | $6,710-43.0% |
| Admin fee / account holder | $4,660 | $16,150-71.1% | $13,210-64.7% | $11,403-59.1% |