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 | $77,390 | $124,319-37.7% | $111,297-30.5% | $167,490-53.8% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 26.16% | 37.44%-11.3pp | 54.65%-28.5pp | 478.56%-452.4pp |
| Employer contribution / active EE | $434 | $3,435-87.4% | $2,731-84.1% | $4,837-91.0% |
| Participant deferral / active EE | $1,838 | $5,180-64.5% | $4,487-59.0% | $6,341-71.0% |
| Admin fee / account holder | $1,981 | $10,618-81.3% | $7,964-75.1% | $12,309-83.9% |