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 | $62,825 | $183,519-65.8% | $155,509-59.6% | $145,922-56.9% |
| Participation rate | 34.8% | 82.7%-47.9pp | 78.2%-43.4pp | 80.3%-45.5pp |
| Annual return | 11.90% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $575 | $5,313-89.2% | $4,672-87.7% | $4,660-87.7% |
| Participant deferral / active EE | $1,938 | $6,462-70.0% | $5,626-65.6% | $6,688-71.0% |
| Admin fee / account holder | $6,679 | $19,313-65.4% | $15,912-58.0% | $13,397-50.1% |