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 | $60,958 | $202,318-69.9% | $172,739-64.7% | $152,861-60.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 18.78% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $792 | $5,856-86.5% | $5,143-84.6% | $4,762-83.4% |
| Participant deferral / active EE | $3,471 | $5,948-41.6% | $5,198-33.2% | $5,850-40.7% |
| Admin fee / account holder | $2,225 | $17,109-87.0% | $13,954-84.1% | $11,596-80.8% |