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 | $103,434 | $175,202-41.0% | $149,673-30.9% | $139,434-25.8% |
| Participation rate | 52.2% | 83.4%-31.2pp | 78.8%-26.6pp | 80.3%-28.1pp |
| Annual return | 17.50% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,014 | $5,474-81.5% | $4,818-79.0% | $4,751-78.7% |
| Participant deferral / active EE | $2,727 | $6,519-58.2% | $5,680-52.0% | $6,710-59.4% |
| Admin fee / account holder | $2,640 | $16,150-83.7% | $13,210-80.0% | $11,403-76.8% |