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 | $230,375 | $107,334+114.6% | $92,893+148.0% | $152,861+50.7% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.4%-36.3pp |
| Annual return | 22.21% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $576 | $4,221-86.4% | $3,653-84.2% | $4,762-87.9% |
| Participant deferral / active EE | $5,713 | $4,845+17.9% | $4,236+34.9% | $5,850-2.3% |
| Admin fee / account holder | $34,933 | $7,079+393.4% | $5,794+502.9% | $11,596+201.2% |