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 | $68,203 | $63,346+7.7% | $92,233-26.1% | $70,131-2.7% |
| Participation rate | 64.2% | 68.7%-4.5pp | 76.5%-12.3pp | 69.5%-5.3pp |
| Annual return | 17.03% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $361 | $2,471-85.4% | $3,679-90.2% | $2,342-84.6% |
| Participant deferral / active EE | $1,577 | $2,854-44.7% | $3,897-59.5% | $3,332-52.7% |
| Admin fee / account holder | $1,563 | $3,840-59.3% | $5,194-69.9% | $4,645-66.3% |