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 | $70,957 | $133,922-47.0% | $116,228-38.9% | $142,382-50.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 15.78% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $551 | $3,446-84.0% | $2,994-81.6% | $4,299-87.2% |
| Participant deferral / active EE | $4,930 | $5,672-13.1% | $4,953-0.5% | $6,507-24.2% |
| Admin fee / account holder | $890 | $14,945-94.0% | $11,989-92.6% | $12,624-92.9% |