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 | $231,667 | $183,519+26.2% | $155,509+49.0% | $145,922+58.8% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 23.34% | 61.17%-37.8pp | 64.67%-41.3pp | 561.29%-537.9pp |
| Employer contribution / active EE | $347 | $5,313-93.5% | $4,672-92.6% | $4,660-92.5% |
| Participant deferral / active EE | $3,671 | $6,462-43.2% | $5,626-34.7% | $6,688-45.1% |
| Admin fee / account holder | $1,178 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |