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 | $221,185 | $209,336+5.7% | $197,124+12.2% | $137,256+61.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 20.02% | 48.09%-28.1pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,003 | $6,591-84.8% | $6,227-83.9% | $4,156-75.9% |
| Participant deferral / active EE | $8,113 | $9,614-15.6% | $9,135-11.2% | $6,407+26.6% |
| Admin fee / account holder | $2,053 | $17,308-88.1% | $16,298-87.4% | $12,270-83.3% |