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 | $129,700 | $183,963-29.5% | $162,163-20.0% | $152,861-15.2% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.6%-32.6pp | 82.4%-27.4pp |
| Annual return | 17.17% | 150.76%-133.6pp | 115.59%-98.4pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,084 | $6,371-83.0% | $5,614-80.7% | $4,762-77.2% |
| Participant deferral / active EE | $3,643 | $8,034-54.7% | $7,298-50.1% | $5,850-37.7% |
| Admin fee / account holder | $6,349 | $13,121-51.6% | $10,843-41.4% | $11,596-45.3% |