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 | $30,284 | $168,632-82.0% | $147,614-79.5% | $125,391-75.8% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 4.33% | 77.65%-73.3pp | 61.98%-57.7pp | 282.22%-277.9pp |
| Employer contribution / active EE | $1,241 | $6,252-80.2% | $5,564-77.7% | $4,866-74.5% |
| Participant deferral / active EE | $4,737 | $5,507-14.0% | $4,895-3.2% | $5,352-11.5% |
| Admin fee / account holder | $1,943 | $13,580-85.7% | $11,611-83.3% | $9,540-79.6% |