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 | $50,379 | $209,411-75.9% | $178,490-71.8% | $158,922-68.3% |
| Participation rate | 46.2% | 86.3%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 14.17% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,114 | $5,706-80.5% | $5,011-77.8% | $4,761-76.6% |
| Participant deferral / active EE | $2,931 | $5,954-50.8% | $5,202-43.6% | $5,982-51.0% |
| Admin fee / account holder | $331 | $17,074-98.1% | $13,984-97.6% | $11,246-97.1% |