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 5-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 | $28,230 | $175,202-83.9% | $149,673-81.1% | $139,434-79.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 22.09% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $795 | $5,474-85.5% | $4,818-83.5% | $4,751-83.3% |
| Participant deferral / active EE | $5,303 | $6,519-18.6% | $5,680-6.6% | $6,710-21.0% |
| Admin fee / account holder | $3,309 | $16,150-79.5% | $13,210-74.9% | $11,403-71.0% |