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 | $144,463 | $112,096+28.9% | $95,952+50.6% | $158,922-9.1% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 11.93% | 171.09%-159.2pp | 91.61%-79.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $289 | $3,198-91.0% | $2,541-88.6% | $4,761-93.9% |
| Participant deferral / active EE | $2,201 | $4,784-54.0% | $4,167-47.2% | $5,982-63.2% |
| Admin fee / account holder | $16,996 | $10,130+67.8% | $6,795+150.1% | $11,246+51.1% |