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 | $105,383 | $165,984-36.5% | $164,813-36.1% | $145,922-27.8% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 9.92% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,114 | $5,273-78.9% | $4,341-74.3% | $4,660-76.1% |
| Participant deferral / active EE | $4,042 | $6,959-41.9% | $6,031-33.0% | $6,688-39.6% |
| Admin fee / account holder | $1,707 | $16,648-89.7% | $12,690-86.5% | $13,397-87.3% |