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 | $101,866 | $175,202-41.9% | $149,673-31.9% | $139,434-26.9% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 16.30% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $709 | $5,474-87.0% | $4,818-85.3% | $4,751-85.1% |
| Participant deferral / active EE | $3,590 | $6,519-44.9% | $5,680-36.8% | $6,710-46.5% |
| Admin fee / account holder | $1,585 | $16,150-90.2% | $13,210-88.0% | $11,403-86.1% |