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 | $64,229 | $175,202-63.3% | $149,673-57.1% | $139,434-53.9% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 20.98% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $817 | $5,474-85.1% | $4,818-83.0% | $4,751-82.8% |
| Participant deferral / active EE | $4,317 | $6,519-33.8% | $5,680-24.0% | $6,710-35.7% |
| Admin fee / account holder | $1,051 | $16,150-93.5% | $13,210-92.0% | $11,403-90.8% |