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 | $81,970 | $209,411-60.9% | $178,490-54.1% | $158,922-48.4% |
| Participation rate | 21.4% | 86.3%-64.9pp | 81.9%-60.5pp | 82.0%-60.5pp |
| Annual return | 22.99% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.8pp |
| Employer contribution / active EE | $511 | $5,706-91.0% | $5,011-89.8% | $4,761-89.3% |
| Participant deferral / active EE | $3,418 | $5,954-42.6% | $5,202-34.3% | $5,982-42.9% |
| Admin fee / account holder | $473 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |