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 | $82,323 | $124,319-33.8% | $111,297-26.0% | $167,490-50.8% |
| Participation rate | 63.2% | 79.6%-16.5pp | 77.3%-14.2pp | 82.1%-18.9pp |
| Annual return | 15.72% | 37.44%-21.7pp | 54.65%-38.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $215 | $3,435-93.7% | $2,731-92.1% | $4,837-95.6% |
| Participant deferral / active EE | $3,282 | $5,180-36.6% | $4,487-26.9% | $6,341-48.2% |
| Admin fee / account holder | $2,148 | $10,618-79.8% | $7,964-73.0% | $12,309-82.5% |