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 | $159,818 | $103,376+54.6% | $87,100+83.5% | $152,861+4.6% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 20.05% | 28.10%-8.0pp | 28.19%-8.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $474 | $3,220-85.3% | $2,521-81.2% | $4,762-90.0% |
| Participant deferral / active EE | $3,048 | $4,778-36.2% | $4,049-24.7% | $5,850-47.9% |
| Admin fee / account holder | $1,606 | $12,205-86.8% | $7,497-78.6% | $11,596-86.2% |