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 | $56,243 | $209,411-73.1% | $178,490-68.5% | $158,922-64.6% |
| Participation rate | 35.3% | 86.3%-51.1pp | 81.9%-46.6pp | 82.0%-46.7pp |
| Annual return | 8.63% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,727 | $5,954-54.2% | $5,202-47.6% | $5,982-54.4% |
| Admin fee / account holder | $894 | $17,074-94.8% | $13,984-93.6% | $11,246-92.0% |