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 | $117,794 | $127,065-7.3% | $113,168+4.1% | $142,382-17.3% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 18.61% | 24.03%-5.4pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $458 | $3,442-86.7% | $2,975-84.6% | $4,299-89.3% |
| Participant deferral / active EE | $1,935 | $5,716-66.2% | $5,107-62.1% | $6,507-70.3% |
| Admin fee / account holder | $339 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |