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 | $70,516 | $159,901-55.9% | $146,958-52.0% | $145,922-51.7% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 11.00% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $794 | $5,286-85.0% | $4,933-83.9% | $4,660-83.0% |
| Participant deferral / active EE | $3,172 | $8,428-62.4% | $8,070-60.7% | $6,688-52.6% |
| Admin fee / account holder | $2,951 | $15,044-80.4% | $12,998-77.3% | $13,397-78.0% |