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 | $52,733 | $183,963-71.3% | $162,163-67.5% | $152,861-65.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 21.04% | 150.76%-129.7pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $270 | $6,371-95.8% | $5,614-95.2% | $4,762-94.3% |
| Participant deferral / active EE | $6,503 | $8,034-19.1% | $7,298-10.9% | $5,850+11.2% |
| Admin fee / account holder | $10,823 | $13,121-17.5% | $10,843-0.2% | $11,596-6.7% |