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 | $39,055 | $198,466-80.3% | $170,442-77.1% | $147,584-73.5% |
| Participation rate | 54.2% | 88.0%-33.8pp | 83.6%-29.4pp | 82.8%-28.7pp |
| Annual return | 12.26% | 257.29%-245.0pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $431 | $6,184-93.0% | $5,433-92.1% | $4,876-91.2% |
| Participant deferral / active EE | $2,300 | $5,629-59.1% | $4,939-53.4% | $5,439-57.7% |
| Admin fee / account holder | $3,778 | $16,852-77.6% | $13,880-72.8% | $10,885-65.3% |