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 | $120,821 | $118,450+2.0% | $98,439+22.7% | $139,434-13.3% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 16.53% | 18.94%-2.4pp | 21.16%-4.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $469 | $3,609-87.0% | $3,048-84.6% | $4,751-90.1% |
| Participant deferral / active EE | $4,221 | $5,392-21.7% | $4,738-10.9% | $6,710-37.1% |
| Admin fee / account holder | $21,960 | $14,026+56.6% | $8,948+145.4% | $11,403+92.6% |