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 | $202,239 | $157,256+28.6% | $141,162+43.3% | $152,861+32.3% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.4%-65.8pp |
| Annual return | 28.46% | 64.32%-35.9pp | 71.39%-42.9pp | 345.32%-316.9pp |
| Employer contribution / active EE | $576 | $5,261-89.1% | $4,735-87.8% | $4,762-87.9% |
| Participant deferral / active EE | $4,167 | $7,109-41.4% | $6,709-37.9% | $5,850-28.8% |
| Admin fee / account holder | $776 | $12,120-93.6% | $10,261-92.4% | $11,596-93.3% |