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 | $26,486 | $226,064-88.3% | $182,532-85.5% | $152,861-82.7% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.4%-37.0pp |
| Annual return | 18.60% | 192.51%-173.9pp | 148.54%-129.9pp | 345.32%-326.7pp |
| Employer contribution / active EE | $396 | $4,978-92.0% | $4,076-90.3% | $4,762-91.7% |
| Participant deferral / active EE | $1,345 | $6,368-78.9% | $5,524-75.6% | $5,850-77.0% |
| Admin fee / account holder | $730 | $10,703-93.2% | $8,592-91.5% | $11,596-93.7% |