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 | $53,739 | $217,402-75.3% | $185,823-71.1% | $167,490-67.9% |
| Participation rate | 68.4% | 86.0%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 16.30% | 148.36%-132.1pp | 122.05%-105.7pp | 478.56%-462.3pp |
| Employer contribution / active EE | $549 | $5,873-90.7% | $5,167-89.4% | $4,837-88.7% |
| Participant deferral / active EE | $2,357 | $6,356-62.9% | $5,568-57.7% | $6,341-62.8% |
| Admin fee / account holder | $8,509 | $19,811-57.0% | $16,237-47.6% | $12,309-30.9% |