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 | $45,876 | $198,466-76.9% | $170,442-73.1% | $147,584-68.9% |
| Participation rate | 23.8% | 88.0%-64.2pp | 83.6%-59.8pp | 82.8%-59.0pp |
| Annual return | 22.40% | 257.29%-234.9pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $726 | $6,184-88.3% | $5,433-86.6% | $4,876-85.1% |
| Participant deferral / active EE | $2,055 | $5,629-63.5% | $4,939-58.4% | $5,439-62.2% |
| Admin fee / account holder | $1,501 | $16,852-91.1% | $13,880-89.2% | $10,885-86.2% |