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 | $49,556 | $144,119-65.6% | $117,854-58.0% | $147,584-66.4% |
| Participation rate | 52.9% | 83.4%-30.5pp | 79.7%-26.7pp | 82.8%-29.9pp |
| Annual return | 16.58% | 531.15%-514.6pp | 335.08%-318.5pp | 578.55%-562.0pp |
| Employer contribution / active EE | $56 | $4,896-98.8% | $3,786-98.5% | $4,876-98.8% |
| Participant deferral / active EE | $2,663 | $5,316-49.9% | $4,482-40.6% | $5,439-51.0% |
| Admin fee / account holder | $1,285 | $10,886-88.2% | $8,020-84.0% | $10,885-88.2% |