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 | $60,001 | $114,381-47.5% | $107,525-44.2% | $142,382-57.9% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 18.02% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,195 | $5,564-60.6% | $5,116-57.1% | $6,507-66.3% |
| Admin fee / account holder | $487 | $9,860-95.1% | $8,919-94.5% | $12,624-96.1% |