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 | $58,408 | $107,334-45.6% | $92,893-37.1% | $152,861-61.8% |
| Participation rate | 17.6% | 79.8%-62.1pp | 76.0%-58.4pp | 82.4%-64.8pp |
| Annual return | 19.32% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $385 | $4,221-90.9% | $3,653-89.5% | $4,762-91.9% |
| Participant deferral / active EE | $2,609 | $4,845-46.2% | $4,236-38.4% | $5,850-55.4% |
| Admin fee / account holder | $2,698 | $7,079-61.9% | $5,794-53.4% | $11,596-76.7% |