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 | $63,700 | $198,466-67.9% | $170,442-62.6% | $147,584-56.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 19.50% | 257.29%-237.8pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $589 | $6,184-90.5% | $5,433-89.2% | $4,876-87.9% |
| Participant deferral / active EE | $7,178 | $5,629+27.5% | $4,939+45.3% | $5,439+32.0% |
| Admin fee / account holder | $317 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |