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 | $227,704 | $165,335+37.7% | $149,696+52.1% | $158,922+43.3% |
| Participation rate | 45.8% | 84.6%-38.7pp | 82.5%-36.6pp | 82.0%-36.1pp |
| Annual return | 15.01% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $680 | $5,103-86.7% | $4,644-85.4% | $4,761-85.7% |
| Participant deferral / active EE | $5,700 | $7,181-20.6% | $6,842-16.7% | $5,982-4.7% |
| Admin fee / account holder | $34,471 | $10,807+219.0% | $9,309+270.3% | $11,246+206.5% |