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 | $165,768 | $172,111-3.7% | $150,298+10.3% | $137,256+20.8% |
| Participation rate | 46.2% | 81.7%-35.6pp | 77.8%-31.6pp | 80.0%-33.8pp |
| Annual return | 15.01% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $606 | $4,636-86.9% | $4,154-85.4% | $4,156-85.4% |
| Participant deferral / active EE | $1,929 | $6,166-68.7% | $5,453-64.6% | $6,407-69.9% |
| Admin fee / account holder | $2,098 | $16,471-87.3% | $14,116-85.1% | $12,270-82.9% |