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 | $77,925 | $227,553-65.8% | $189,557-58.9% | $167,490-53.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.4%-53.4pp | 82.1%-57.1pp |
| Annual return | 11.10% | 78.40%-67.3pp | 64.17%-53.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $545 | $5,316-89.7% | $4,412-87.6% | $4,837-88.7% |
| Participant deferral / active EE | $1,809 | $7,002-74.2% | $6,174-70.7% | $6,341-71.5% |
| Admin fee / account holder | $3,027 | $11,878-74.5% | $9,807-69.1% | $12,309-75.4% |