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 | $47,253 | $176,056-73.2% | $159,436-70.4% | $167,490-71.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.92% | 331.75%-319.8pp | 263.57%-251.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $912 | $5,297-82.8% | $4,829-81.1% | $4,837-81.1% |
| Participant deferral / active EE | $2,934 | $7,750-62.1% | $7,352-60.1% | $6,341-53.7% |
| Admin fee / account holder | $2,303 | $12,554-81.7% | $10,799-78.7% | $12,309-81.3% |