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 | $186,159 | $111,754+66.6% | $103,333+80.2% | $145,922+27.6% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 20.98% | 24.77%-3.8pp | 24.88%-3.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $769 | $4,212-81.7% | $3,868-80.1% | $4,660-83.5% |
| Participant deferral / active EE | $3,704 | $5,619-34.1% | $5,057-26.8% | $6,688-44.6% |
| Admin fee / account holder | $519 | $9,750-94.7% | $8,355-93.8% | $13,397-96.1% |