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 | $120,893 | $74,888+61.4% | $71,209+69.8% | $142,382-15.1% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 13.90% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $209 | $2,854-92.7% | $2,721-92.3% | $4,299-95.1% |
| Participant deferral / active EE | $1,244 | $4,454-72.1% | $4,175-70.2% | $6,507-80.9% |
| Admin fee / account holder | $342 | $5,568-93.9% | $5,349-93.6% | $12,624-97.3% |