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 | $113,551 | $209,411-45.8% | $178,490-36.4% | $158,922-28.5% |
| Participation rate | 61.5% | 86.3%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 13.00% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,144 | $5,706-79.9% | $5,011-77.2% | $4,761-76.0% |
| Participant deferral / active EE | $2,636 | $5,954-55.7% | $5,202-49.3% | $5,982-55.9% |
| Admin fee / account holder | $603 | $17,074-96.5% | $13,984-95.7% | $11,246-94.6% |