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 | $102,092 | $159,602-36.0% | $150,045-32.0% | $142,382-28.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 12.72% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $648 | $4,961-86.9% | $4,693-86.2% | $4,299-84.9% |
| Participant deferral / active EE | $2,778 | $8,310-66.6% | $7,997-65.3% | $6,507-57.3% |
| Admin fee / account holder | $2,057 | $14,846-86.1% | $13,435-84.7% | $12,624-83.7% |