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 | $43,355 | $178,174-75.7% | $156,181-72.2% | $137,256-68.4% |
| Participation rate | 31.6% | 82.0%-50.5pp | 78.8%-47.2pp | 80.0%-48.4pp |
| Annual return | 13.57% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $467 | $4,972-90.6% | $4,294-89.1% | $4,156-88.8% |
| Participant deferral / active EE | $2,258 | $6,888-67.2% | $6,132-63.2% | $6,407-64.8% |
| Admin fee / account holder | $910 | $17,404-94.8% | $14,586-93.8% | $12,270-92.6% |