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 | $67,993 | $175,202-61.2% | $149,673-54.6% | $139,434-51.2% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 23.20% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $790 | $5,474-85.6% | $4,818-83.6% | $4,751-83.4% |
| Participant deferral / active EE | $4,417 | $6,519-32.2% | $5,680-22.2% | $6,710-34.2% |
| Admin fee / account holder | $310 | $16,150-98.1% | $13,210-97.7% | $11,403-97.3% |