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 | $97,492 | $127,777-23.7% | $106,548-8.5% | $167,490-41.8% |
| Participation rate | 53.8% | 78.3%-24.4pp | 76.1%-22.3pp | 82.1%-28.3pp |
| Annual return | 18.12% | 33.87%-15.8pp | 26.80%-8.7pp | 478.56%-460.4pp |
| Employer contribution / active EE | $458 | $3,427-86.6% | $2,819-83.7% | $4,837-90.5% |
| Participant deferral / active EE | $1,806 | $5,087-64.5% | $4,398-58.9% | $6,341-71.5% |
| Admin fee / account holder | $1,000 | $11,228-91.1% | $7,407-86.5% | $12,309-91.9% |