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 | $79,307 | $209,832-62.2% | $189,513-58.2% | $167,490-52.6% |
| Participation rate | 52.4% | 88.7%-36.3pp | 87.8%-35.4pp | 82.1%-29.7pp |
| Annual return | 17.29% | 748.27%-731.0pp | 555.15%-537.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,494 | $6,914-78.4% | $6,162-75.8% | $4,837-69.1% |
| Participant deferral / active EE | $4,832 | $8,935-45.9% | $8,221-41.2% | $6,341-23.8% |
| Admin fee / account holder | $3,495 | $14,293-75.5% | $12,045-71.0% | $12,309-71.6% |