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 | $53,003 | $102,604-48.3% | $86,188-38.5% | $139,434-62.0% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | 16.41% | 1922.51%-1906.1pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $408 | $3,032-86.6% | $2,380-82.9% | $4,751-91.4% |
| Participant deferral / active EE | $1,125 | $4,676-75.9% | $3,985-71.8% | $6,710-83.2% |
| Admin fee / account holder | $5,936 | $8,657-31.4% | $6,852-13.4% | $11,403-47.9% |