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 | $49,783 | $209,411-76.2% | $178,490-72.1% | $158,922-68.7% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 15.99% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,010 | $5,706-82.3% | $5,011-79.8% | $4,761-78.8% |
| Participant deferral / active EE | $2,502 | $5,954-58.0% | $5,202-51.9% | $5,982-58.2% |
| Admin fee / account holder | $2,057 | $17,074-88.0% | $13,984-85.3% | $11,246-81.7% |