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 | $136,831 | $228,332-40.1% | $185,823-26.4% | $158,922-13.9% |
| Participation rate | 46.2% | 82.3%-36.1pp | 78.0%-31.9pp | 82.0%-35.8pp |
| Annual return | 18.92% | 40.80%-21.9pp | 35.95%-17.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $364 | $4,967-92.7% | $4,087-91.1% | $4,761-92.4% |
| Participant deferral / active EE | $2,009 | $6,415-68.7% | $5,632-64.3% | $5,982-66.4% |
| Admin fee / account holder | $8,203 | $11,864-30.9% | $9,500-13.7% | $11,246-27.1% |