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 | $10,122 | $114,381-91.2% | $107,525-90.6% | $142,382-92.9% |
| Participation rate | 30.4% | 78.1%-47.7pp | 75.1%-44.6pp | 80.1%-49.7pp |
| Annual return | 18.16% | 242.71%-224.5pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $769 | $4,015-80.8% | $3,754-79.5% | $4,299-82.1% |
| Participant deferral / active EE | $1,684 | $5,564-69.7% | $5,116-67.1% | $6,507-74.1% |
| Admin fee / account holder | $2,314 | $9,860-76.5% | $8,919-74.1% | $12,624-81.7% |