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 | $76,424 | $178,174-57.1% | $156,181-51.1% | $137,256-44.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 13.08% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $640 | $4,972-87.1% | $4,294-85.1% | $4,156-84.6% |
| Participant deferral / active EE | $2,080 | $6,888-69.8% | $6,132-66.1% | $6,407-67.5% |
| Admin fee / account holder | $801 | $17,404-95.4% | $14,586-94.5% | $12,270-93.5% |