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 | $79,015 | $144,119-45.2% | $117,854-33.0% | $147,584-46.5% |
| Participation rate | 68.4% | 83.4%-15.0pp | 79.7%-11.2pp | 82.8%-14.4pp |
| Annual return | 17.85% | 531.15%-513.3pp | 335.08%-317.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $840 | $4,896-82.8% | $3,786-77.8% | $4,876-82.8% |
| Participant deferral / active EE | $2,257 | $5,316-57.6% | $4,482-49.6% | $5,439-58.5% |
| Admin fee / account holder | $342 | $10,886-96.9% | $8,020-95.7% | $10,885-96.9% |