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 | $48,980 | $197,591-75.2% | $177,821-72.5% | $158,922-69.2% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 19.87% | 58.76%-38.9pp | 48.32%-28.4pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,036 | $6,697-84.5% | $5,918-82.5% | $4,761-78.2% |
| Participant deferral / active EE | $5,409 | $8,405-35.6% | $7,714-29.9% | $5,982-9.6% |
| Admin fee / account holder | $1,734 | $15,399-88.7% | $12,427-86.0% | $11,246-84.6% |