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 | $96,323 | $133,922-28.1% | $116,228-17.1% | $142,382-32.3% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.6%-36.1pp | 80.1%-41.7pp |
| Annual return | 13.13% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $601 | $3,446-82.6% | $2,994-79.9% | $4,299-86.0% |
| Participant deferral / active EE | $2,093 | $5,672-63.1% | $4,953-57.7% | $6,507-67.8% |
| Admin fee / account holder | $5,401 | $14,945-63.9% | $11,989-54.9% | $12,624-57.2% |