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 | $55,627 | $97,757-43.1% | $83,848-33.7% | $135,375-58.9% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | 6.04% | 1287.37%-1281.3pp | 850.88%-844.8pp | 519.73%-513.7pp |
| Employer contribution / active EE | $411 | $4,222-90.3% | $3,631-88.7% | $4,779-91.4% |
| Participant deferral / active EE | $2,760 | $4,682-41.1% | $4,082-32.4% | $5,609-50.8% |
| Admin fee / account holder | $604 | $6,674-91.0% | $5,478-89.0% | $10,827-94.4% |