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 | $128,063 | $152,587-16.1% | $125,175+2.3% | $152,861-16.2% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.4%-18.8pp |
| Annual return | 27.45% | 54.84%-27.4pp | 43.79%-16.3pp | 345.32%-317.9pp |
| Employer contribution / active EE | $493 | $4,946-90.0% | $3,865-87.2% | $4,762-89.6% |
| Participant deferral / active EE | $4,591 | $5,868-21.8% | $4,937-7.0% | $5,850-21.5% |
| Admin fee / account holder | $837 | $13,434-93.8% | $9,702-91.4% | $11,596-92.8% |