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 | $51,723 | $209,411-75.3% | $178,490-71.0% | $158,922-67.5% |
| Participation rate | 38.5% | 86.3%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 17.43% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $357 | $5,706-93.7% | $5,011-92.9% | $4,761-92.5% |
| Participant deferral / active EE | $3,263 | $5,954-45.2% | $5,202-37.3% | $5,982-45.4% |
| Admin fee / account holder | $540 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |