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 | $177,136 | $115,770+53.0% | $101,248+75.0% | $158,922+11.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 16.47% | 56.14%-39.7pp | 46.47%-30.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $381 | $4,175-90.9% | $3,660-89.6% | $4,761-92.0% |
| Participant deferral / active EE | $5,639 | $4,957+13.7% | $4,370+29.0% | $5,982-5.7% |
| Admin fee / account holder | $33,140 | $7,245+357.4% | $5,945+457.4% | $11,246+194.7% |