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 | $102,592 | $217,402-52.8% | $185,823-44.8% | $167,490-38.7% |
| Participation rate | 53.8% | 86.0%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 12.65% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $916 | $5,873-84.4% | $5,167-82.3% | $4,837-81.1% |
| Participant deferral / active EE | $3,113 | $6,356-51.0% | $5,568-44.1% | $6,341-50.9% |
| Admin fee / account holder | $469 | $19,811-97.6% | $16,237-97.1% | $12,309-96.2% |