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 | $222,259 | $117,841+88.6% | $102,423+117.0% | $145,922+52.3% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-21.9pp |
| Annual return | 20.71% | 31.65%-10.9pp | 29.32%-8.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $833 | $3,615-76.9% | $3,023-72.4% | $4,660-82.1% |
| Participant deferral / active EE | $4,384 | $5,731-23.5% | $5,053-13.2% | $6,688-34.4% |
| Admin fee / account holder | $16,265 | $13,326+22.1% | $9,451+72.1% | $13,397+21.4% |