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 | $89,302 | $175,202-49.0% | $149,673-40.3% | $139,434-36.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 19.89% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $847 | $5,474-84.5% | $4,818-82.4% | $4,751-82.2% |
| Participant deferral / active EE | $2,558 | $6,519-60.8% | $5,680-55.0% | $6,710-61.9% |
| Admin fee / account holder | $737 | $16,150-95.4% | $13,210-94.4% | $11,403-93.5% |