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 | $71,189 | $198,466-64.1% | $170,442-58.2% | $147,584-51.8% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 14.88% | 257.29%-242.4pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $373 | $6,184-94.0% | $5,433-93.1% | $4,876-92.3% |
| Participant deferral / active EE | $4,463 | $5,629-20.7% | $4,939-9.7% | $5,439-17.9% |
| Admin fee / account holder | $305 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |