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 | $73,937 | $165,335-55.3% | $149,696-50.6% | $158,922-53.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 25.87% | 348.15%-322.3pp | 276.60%-250.7pp | 302.83%-277.0pp |
| Employer contribution / active EE | $380 | $5,103-92.6% | $4,644-91.8% | $4,761-92.0% |
| Participant deferral / active EE | $8,667 | $7,181+20.7% | $6,842+26.7% | $5,982+44.9% |
| Admin fee / account holder | $6,055 | $10,807-44.0% | $9,309-35.0% | $11,246-46.2% |