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 | $67,887 | $85,202-20.3% | $172,739-60.7% | $72,985-7.0% |
| Participation rate | 29.8% | 70.1%-40.3pp | 82.6%-52.9pp | 69.5%-39.7pp |
| Annual return | 26.79% | 27.32%-0.5pp | 802.84%-776.1pp | 81.00%-54.2pp |
| Employer contribution / active EE | $291 | $3,324-91.2% | $5,143-94.3% | $2,440-88.1% |
| Participant deferral / active EE | $1,409 | $3,260-56.8% | $5,198-72.9% | $3,607-60.9% |
| Admin fee / account holder | $2,603 | $5,884-55.8% | $13,954-81.3% | $5,124-49.2% |