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 | $32,955 | $107,334-69.3% | $92,893-64.5% | $152,861-78.4% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.0%-48.2pp | 82.4%-54.7pp |
| Annual return | 28.05% | 145.58%-117.5pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $624 | $4,221-85.2% | $3,653-82.9% | $4,762-86.9% |
| Participant deferral / active EE | $2,962 | $4,845-38.9% | $4,236-30.1% | $5,850-49.4% |
| Admin fee / account holder | $2,995 | $7,079-57.7% | $5,794-48.3% | $11,596-74.2% |