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 | $231,775 | $176,812+31.1% | $146,665+58.0% | $167,490+38.4% |
| Participation rate | 58.3% | 83.6%-25.3pp | 80.1%-21.7pp | 82.1%-23.8pp |
| Annual return | 16.51% | 24.03%-7.5pp | 22.74%-6.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $808 | $5,160-84.3% | $4,136-80.5% | $4,837-83.3% |
| Participant deferral / active EE | $3,897 | $6,440-39.5% | $5,506-29.2% | $6,341-38.5% |
| Admin fee / account holder | $693 | $13,259-94.8% | $10,280-93.3% | $12,309-94.4% |