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 | $123,834 | $209,411-40.9% | $178,490-30.6% | $158,922-22.1% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 13.84% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $770 | $5,706-86.5% | $5,011-84.6% | $4,761-83.8% |
| Participant deferral / active EE | $4,637 | $5,954-22.1% | $5,202-10.8% | $5,982-22.5% |
| Admin fee / account holder | $12,876 | $17,074-24.6% | $13,984-7.9% | $11,246+14.5% |