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 | $78,532 | $124,319-36.8% | $111,297-29.4% | $167,490-53.1% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 9.96% | 37.44%-27.5pp | 54.65%-44.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $320 | $3,435-90.7% | $2,731-88.3% | $4,837-93.4% |
| Participant deferral / active EE | $2,747 | $5,180-47.0% | $4,487-38.8% | $6,341-56.7% |
| Admin fee / account holder | $6,883 | $10,618-35.2% | $7,964-13.6% | $12,309-44.1% |