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 | $70,558 | $63,346+11.4% | $92,233-23.5% | $70,131+0.6% |
| Participation rate | 49.2% | 68.7%-19.5pp | 76.5%-27.3pp | 69.5%-20.3pp |
| Annual return | 16.38% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $263 | $2,471-89.3% | $3,679-92.8% | $2,342-88.8% |
| Participant deferral / active EE | $1,529 | $2,854-46.4% | $3,897-60.8% | $3,332-54.1% |
| Admin fee / account holder | $2,371 | $3,840-38.3% | $5,194-54.3% | $4,645-49.0% |