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 | $121,304 | $148,534-18.3% | $135,903-10.7% | $139,434-13.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 17.63% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $652 | $5,243-87.6% | $4,856-86.6% | $4,751-86.3% |
| Participant deferral / active EE | $4,639 | $8,100-42.7% | $7,758-40.2% | $6,710-30.9% |
| Admin fee / account holder | $693 | $12,400-94.4% | $10,762-93.6% | $11,403-93.9% |