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 | $67,338 | $209,411-67.8% | $178,490-62.3% | $158,922-57.6% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 20.54% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,081 | $5,706-81.1% | $5,011-78.4% | $4,761-77.3% |
| Participant deferral / active EE | $5,679 | $5,954-4.6% | $5,202+9.2% | $5,982-5.1% |
| Admin fee / account holder | $1,835 | $17,074-89.3% | $13,984-86.9% | $11,246-83.7% |