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 | $41,225 | $177,572-76.8% | $154,803-73.4% | $142,382-71.0% |
| Participation rate | 47.6% | 82.1%-34.4pp | 78.1%-30.5pp | 80.1%-32.5pp |
| Annual return | 16.46% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $137 | $4,810-97.1% | $4,305-96.8% | $4,299-96.8% |
| Participant deferral / active EE | $2,375 | $6,272-62.1% | $5,540-57.1% | $6,507-63.5% |
| Admin fee / account holder | $339 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |