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 | $172,733 | $96,484+79.0% | $75,886+127.6% | $152,861+13.0% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.3%-1.1pp | 82.4%-14.3pp |
| Annual return | 19.33% | 33.98%-14.7pp | 30.76%-11.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $387 | $3,309-88.3% | $2,500-84.5% | $4,762-91.9% |
| Participant deferral / active EE | $4,359 | $4,553-4.3% | $3,603+21.0% | $5,850-25.5% |
| Admin fee / account holder | $1,765 | $8,078-78.1% | $5,418-67.4% | $11,596-84.8% |