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 | $40,474 | $133,922-69.8% | $116,228-65.2% | $142,382-71.6% |
| Participation rate | 58.8% | 77.9%-19.0pp | 74.6%-15.7pp | 80.1%-21.3pp |
| Annual return | 19.70% | 147.76%-128.1pp | 90.06%-70.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $549 | $3,446-84.1% | $2,994-81.7% | $4,299-87.2% |
| Participant deferral / active EE | $2,115 | $5,672-62.7% | $4,953-57.3% | $6,507-67.5% |
| Admin fee / account holder | $550 | $14,945-96.3% | $11,989-95.4% | $12,624-95.6% |