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 | $72,810 | $102,828-29.2% | $105,387-30.9% | $152,861-52.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.4%-15.8pp |
| Annual return | 15.23% | 20.85%-5.6pp | 26.82%-11.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $638 | $4,473-85.7% | $4,213-84.8% | $4,762-86.6% |
| Participant deferral / active EE | $3,116 | $5,465-43.0% | $5,502-43.4% | $5,850-46.7% |
| Admin fee / account holder | $1,263 | $8,683-85.5% | $6,559-80.7% | $11,596-89.1% |