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 | $102,050 | $209,411-51.3% | $178,490-42.8% | $158,922-35.8% |
| Participation rate | 42.1% | 86.3%-44.2pp | 81.9%-39.8pp | 82.0%-39.9pp |
| Annual return | 15.60% | 188.75%-173.1pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,146 | $5,706-79.9% | $5,011-77.1% | $4,761-75.9% |
| Participant deferral / active EE | $2,986 | $5,954-49.9% | $5,202-42.6% | $5,982-50.1% |
| Admin fee / account holder | $7,919 | $17,074-53.6% | $13,984-43.4% | $11,246-29.6% |