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 | $65,421 | $114,381-42.8% | $107,525-39.2% | $142,382-54.1% |
| Participation rate | 27.8% | 78.1%-50.4pp | 75.1%-47.3pp | 80.1%-52.3pp |
| Annual return | 23.19% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $593 | $4,015-85.2% | $3,754-84.2% | $4,299-86.2% |
| Participant deferral / active EE | $3,129 | $5,564-43.8% | $5,116-38.8% | $6,507-51.9% |
| Admin fee / account holder | $395 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |