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 | $78,443 | $114,381-31.4% | $107,525-27.0% | $142,382-44.9% |
| Participation rate | 36.4% | 78.1%-41.8pp | 75.1%-38.7pp | 80.1%-43.8pp |
| Annual return | 12.16% | 242.71%-230.5pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $309 | $4,015-92.3% | $3,754-91.8% | $4,299-92.8% |
| Participant deferral / active EE | $1,952 | $5,564-64.9% | $5,116-61.8% | $6,507-70.0% |
| Admin fee / account holder | $7,556 | $9,860-23.4% | $8,919-15.3% | $12,624-40.1% |