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 | $142,460 | $197,591-27.9% | $177,821-19.9% | $158,922-10.4% |
| Participation rate | 52.4% | 88.5%-36.2pp | 87.7%-35.3pp | 82.0%-29.6pp |
| Annual return | 13.37% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $733 | $6,697-89.1% | $5,918-87.6% | $4,761-84.6% |
| Participant deferral / active EE | $5,747 | $8,405-31.6% | $7,714-25.5% | $5,982-3.9% |
| Admin fee / account holder | $21,376 | $15,399+38.8% | $12,427+72.0% | $11,246+90.1% |