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 | $165,313 | $115,770+42.8% | $101,248+63.3% | $158,922+4.0% |
| Participation rate | 14.3% | 79.4%-65.1pp | 75.8%-61.5pp | 82.0%-67.7pp |
| Annual return | 18.27% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $456 | $4,175-89.1% | $3,660-87.6% | $4,761-90.4% |
| Participant deferral / active EE | $2,915 | $4,957-41.2% | $4,370-33.3% | $5,982-51.3% |
| Admin fee / account holder | $770 | $7,245-89.4% | $5,945-87.0% | $11,246-93.2% |