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 | $210,520 | $114,381+84.1% | $107,525+95.8% | $142,382+47.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 15.07% | 242.71%-227.6pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $543 | $4,015-86.5% | $3,754-85.5% | $4,299-87.4% |
| Participant deferral / active EE | $5,429 | $5,564-2.4% | $5,116+6.1% | $6,507-16.6% |
| Admin fee / account holder | $6,546 | $9,860-33.6% | $8,919-26.6% | $12,624-48.1% |