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 | $144,681 | $112,729+28.3% | $98,716+46.6% | $137,256+5.4% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 16.69% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $278 | $2,725-89.8% | $2,279-87.8% | $4,156-93.3% |
| Participant deferral / active EE | $2,116 | $4,640-54.4% | $4,048-47.7% | $6,407-67.0% |
| Admin fee / account holder | $687 | $10,129-93.2% | $8,703-92.1% | $12,270-94.4% |