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 | $60,834 | $180,449-66.3% | $154,107-60.5% | $135,375-55.1% |
| Participation rate | 65.2% | 87.4%-22.2pp | 83.0%-17.8pp | 82.6%-17.4pp |
| Annual return | 9.52% | 888.09%-878.6pp | 735.12%-725.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $340 | $6,035-94.4% | $5,298-93.6% | $4,779-92.9% |
| Participant deferral / active EE | $3,457 | $5,806-40.5% | $5,081-32.0% | $5,609-38.4% |
| Admin fee / account holder | $585 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |