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 | $111,606 | $152,587-26.9% | $125,175-10.8% | $152,861-27.0% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.4%-23.6pp |
| Annual return | 24.69% | 54.84%-30.2pp | 43.79%-19.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $777 | $4,946-84.3% | $3,865-79.9% | $4,762-83.7% |
| Participant deferral / active EE | $2,275 | $5,868-61.2% | $4,937-53.9% | $5,850-61.1% |
| Admin fee / account holder | $10,179 | $13,434-24.2% | $9,702+4.9% | $11,596-12.2% |