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 | $93,671 | $178,174-47.4% | $156,181-40.0% | $137,256-31.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 12.53% | 84.19%-71.7pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $678 | $4,972-86.4% | $4,294-84.2% | $4,156-83.7% |
| Participant deferral / active EE | $4,336 | $6,888-37.1% | $6,132-29.3% | $6,407-32.3% |
| Admin fee / account holder | $1,000 | $17,404-94.3% | $14,586-93.1% | $12,270-91.9% |