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 | $75,601 | $114,381-33.9% | $107,525-29.7% | $142,382-46.9% |
| Participation rate | 36.8% | 78.1%-41.3pp | 75.1%-38.2pp | 80.1%-43.3pp |
| Annual return | 13.27% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $622 | $4,015-84.5% | $3,754-83.4% | $4,299-85.5% |
| Participant deferral / active EE | $1,991 | $5,564-64.2% | $5,116-61.1% | $6,507-69.4% |
| Admin fee / account holder | $11,313 | $9,860+14.7% | $8,919+26.8% | $12,624-10.4% |