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 | $75,389 | $107,334-29.8% | $92,893-18.8% | $152,861-50.7% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 19.82% | 145.58%-125.8pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $414 | $4,221-90.2% | $3,653-88.7% | $4,762-91.3% |
| Participant deferral / active EE | $2,132 | $4,845-56.0% | $4,236-49.7% | $5,850-63.5% |
| Admin fee / account holder | $821 | $7,079-88.4% | $5,794-85.8% | $11,596-92.9% |