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 | $208,514 | $124,281+67.8% | $109,143+91.0% | $167,490+24.5% |
| Participation rate | 18.8% | 79.4%-60.7pp | 75.9%-57.1pp | 82.1%-63.4pp |
| Annual return | 13.20% | 26.04%-12.8pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $691 | $4,207-83.6% | $3,722-81.4% | $4,837-85.7% |
| Participant deferral / active EE | $3,379 | $5,255-35.7% | $4,653-27.4% | $6,341-46.7% |
| Admin fee / account holder | $838 | $7,970-89.5% | $6,752-87.6% | $12,309-93.2% |