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 5-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 | $49,345 | $185,822-73.4% | $169,993-71.0% | $139,434-64.6% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 19.41% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $429 | $7,590-94.3% | $6,785-93.7% | $4,751-91.0% |
| Participant deferral / active EE | $3,141 | $11,622-73.0% | $10,408-69.8% | $6,710-53.2% |
| Admin fee / account holder | $2,984 | $15,381-80.6% | $12,815-76.7% | $11,403-73.8% |