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 | $98,847 | $175,202-43.6% | $149,673-34.0% | $139,434-29.1% |
| Participation rate | 54.2% | 83.4%-29.2pp | 78.8%-24.6pp | 80.3%-26.2pp |
| Annual return | 11.59% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $644 | $5,474-88.2% | $4,818-86.6% | $4,751-86.5% |
| Participant deferral / active EE | $2,842 | $6,519-56.4% | $5,680-50.0% | $6,710-57.6% |
| Admin fee / account holder | $866 | $16,150-94.6% | $13,210-93.4% | $11,403-92.4% |