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 | $42,005 | $209,411-79.9% | $178,490-76.5% | $158,922-73.6% |
| Participation rate | 46.2% | 86.3%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 11.97% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $547 | $5,706-90.4% | $5,011-89.1% | $4,761-88.5% |
| Participant deferral / active EE | $3,493 | $5,954-41.3% | $5,202-32.8% | $5,982-41.6% |
| Admin fee / account holder | $308 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |