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 | $81,702 | $214,378-61.9% | $200,582-59.3% | $142,382-42.6% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 18.15% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,310 | $6,841-80.9% | $6,419-79.6% | $4,299-69.5% |
| Participant deferral / active EE | $3,459 | $9,865-64.9% | $9,331-62.9% | $6,507-46.8% |
| Admin fee / account holder | $710 | $17,692-96.0% | $16,305-95.6% | $12,624-94.4% |