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 | $111,003 | $183,519-39.5% | $155,509-28.6% | $145,922-23.9% |
| Participation rate | 21.4% | 82.7%-61.2pp | 78.2%-56.8pp | 80.3%-58.8pp |
| Annual return | 11.86% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $485 | $5,313-90.9% | $4,672-89.6% | $4,660-89.6% |
| Participant deferral / active EE | $5,286 | $6,462-18.2% | $5,626-6.1% | $6,688-21.0% |
| Admin fee / account holder | $1,316 | $19,313-93.2% | $15,912-91.7% | $13,397-90.2% |