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 5-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 | $69,471 | $159,602-56.5% | $150,045-53.7% | $142,382-51.2% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.3%-21.2pp | 80.1%-19.0pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $85 | $4,961-98.3% | $4,693-98.2% | $4,299-98.0% |
| Participant deferral / active EE | $7,000 | $8,310-15.8% | $7,997-12.5% | $6,507+7.6% |
| Admin fee / account holder | $1,277 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |