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 | $136,042 | $157,256-13.5% | $141,162-3.6% | $152,861-11.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.4%-39.6pp |
| Annual return | 21.72% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $313 | $5,261-94.0% | $4,735-93.4% | $4,762-93.4% |
| Participant deferral / active EE | $5,331 | $7,109-25.0% | $6,709-20.5% | $5,850-8.9% |
| Admin fee / account holder | $2,896 | $12,120-76.1% | $10,261-71.8% | $11,596-75.0% |