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 | $132,634-46.5% | $115,768-38.7% | $137,256-48.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 15.78% | 160.70%-144.9pp | 100.46%-84.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $551 | $3,360-83.6% | $2,940-81.3% | $4,156-86.8% |
| Participant deferral / active EE | $4,930 | $5,619-12.3% | $4,917+0.3% | $6,407-23.1% |
| Admin fee / account holder | $890 | $15,028-94.1% | $12,439-92.8% | $12,270-92.7% |