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 | $31,150 | $209,411-85.1% | $178,490-82.5% | $158,922-80.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.20% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $533 | $5,706-90.7% | $5,011-89.4% | $4,761-88.8% |
| Participant deferral / active EE | $4,187 | $5,954-29.7% | $5,202-19.5% | $5,982-30.0% |
| Admin fee / account holder | $2,192 | $17,074-87.2% | $13,984-84.3% | $11,246-80.5% |