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 | $64,476 | $85,202-24.3% | $172,739-62.7% | $72,985-11.7% |
| Participation rate | 56.4% | 70.1%-13.7pp | 82.6%-26.3pp | 69.5%-13.1pp |
| Annual return | 20.55% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $120 | $3,324-96.4% | $5,143-97.7% | $2,440-95.1% |
| Participant deferral / active EE | $3,050 | $3,260-6.5% | $5,198-41.3% | $3,607-15.5% |
| Admin fee / account holder | $3,356 | $5,884-43.0% | $13,954-75.9% | $5,124-34.5% |