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 | $111,535-90.9% | $105,223-90.4% | $137,256-92.6% |
| Participation rate | 30.4% | 78.1%-47.7pp | 75.0%-44.6pp | 80.0%-49.5pp |
| Annual return | 18.16% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $769 | $3,939-80.5% | $3,689-79.1% | $4,156-81.5% |
| Participant deferral / active EE | $1,684 | $5,500-69.4% | $5,072-66.8% | $6,407-73.7% |
| Admin fee / account holder | $2,314 | $9,721-76.2% | $8,859-73.9% | $12,270-81.1% |