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 | $86,065 | $118,919-27.6% | $88,538-2.8% | $152,861-43.7% |
| Participation rate | 53.3% | 73.4%-20.0pp | 68.7%-15.4pp | 82.4%-29.1pp |
| Annual return | 22.17% | 47.92%-25.8pp | 43.64%-21.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $872 | $3,549-75.4% | $2,914-70.1% | $5,850-85.1% |
| Admin fee / account holder | $343 | $5,876-94.2% | $4,310-92.1% | $11,596-97.0% |