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 | $81,171 | $197,591-58.9% | $177,821-54.4% | $158,922-48.9% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.7%-31.5pp | 82.0%-25.7pp |
| Annual return | 16.95% | 58.76%-41.8pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $656 | $6,697-90.2% | $5,918-88.9% | $4,761-86.2% |
| Participant deferral / active EE | $3,784 | $8,405-55.0% | $7,714-50.9% | $5,982-36.7% |
| Admin fee / account holder | $556 | $15,399-96.4% | $12,427-95.5% | $11,246-95.1% |