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 | $31,018 | $217,402-85.7% | $185,823-83.3% | $167,490-81.5% |
| Participation rate | 56.3% | 86.0%-29.8pp | 81.7%-25.5pp | 82.1%-25.9pp |
| Annual return | 20.49% | 148.36%-127.9pp | 122.05%-101.6pp | 478.56%-458.1pp |
| Employer contribution / active EE | $735 | $5,873-87.5% | $5,167-85.8% | $4,837-84.8% |
| Participant deferral / active EE | $3,143 | $6,356-50.6% | $5,568-43.6% | $6,341-50.4% |
| Admin fee / account holder | $2,690 | $19,811-86.4% | $16,237-83.4% | $12,309-78.1% |