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 | $76,256 | $116,175-34.4% | $93,606-18.5% | $152,861-50.1% |
| Participation rate | 16.7% | 78.0%-61.4pp | 75.8%-59.2pp | 82.4%-65.8pp |
| Annual return | 27.60% | 35.96%-8.4pp | 32.76%-5.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $491 | $3,218-84.7% | $2,718-81.9% | $4,762-89.7% |
| Participant deferral / active EE | $1,729 | $4,603-62.4% | $4,069-57.5% | $5,850-70.4% |
| Admin fee / account holder | $406 | $10,748-96.2% | $7,888-94.9% | $11,596-96.5% |