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 | $77,423 | $162,781-52.4% | $133,956-42.2% | $158,922-51.3% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 13.25% | 41.94%-28.7pp | 45.09%-31.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $633 | $4,975-87.3% | $3,919-83.8% | $4,761-86.7% |
| Participant deferral / active EE | $2,039 | $5,911-65.5% | $5,048-59.6% | $5,982-65.9% |
| Admin fee / account holder | $826 | $11,736-93.0% | $8,927-90.8% | $11,246-92.7% |