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 | $80,693 | $115,770-30.3% | $101,248-20.3% | $158,922-49.2% |
| Participation rate | 47.6% | 79.4%-31.7pp | 75.8%-28.2pp | 82.0%-34.3pp |
| Annual return | 19.39% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $649 | $4,175-84.4% | $3,660-82.3% | $4,761-86.4% |
| Participant deferral / active EE | $2,144 | $4,957-56.8% | $4,370-50.9% | $5,982-64.2% |
| Admin fee / account holder | $682 | $7,245-90.6% | $5,945-88.5% | $11,246-93.9% |