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 | $85,693 | $183,592-53.3% | $155,567-44.9% | $145,959-41.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.26% | 61.24%-44.0pp | 64.74%-47.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $828 | $5,315-84.4% | $4,674-82.3% | $4,661-82.2% |
| Participant deferral / active EE | $3,610 | $6,464-44.2% | $5,628-35.9% | $6,689-46.0% |
| Admin fee / account holder | $659 | $19,318-96.6% | $15,916-95.9% | $13,398-95.1% |