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 | $66,416 | $112,096-40.8% | $95,952-30.8% | $158,922-58.2% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 19.84% | 171.09%-151.3pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $306 | $3,198-90.4% | $2,541-87.9% | $4,761-93.6% |
| Participant deferral / active EE | $3,306 | $4,784-30.9% | $4,167-20.7% | $5,982-44.7% |
| Admin fee / account holder | $1,111 | $10,130-89.0% | $6,795-83.6% | $11,246-90.1% |