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 | $150,486 | $165,984-9.3% | $164,813-8.7% | $145,922+3.1% |
| Participation rate | 23.1% | 82.0%-58.9pp | 78.6%-55.5pp | 80.3%-57.2pp |
| Annual return | 20.60% | 100.03%-79.4pp | 69.93%-49.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $691 | $5,273-86.9% | $4,341-84.1% | $4,660-85.2% |
| Participant deferral / active EE | $4,228 | $6,959-39.2% | $6,031-29.9% | $6,688-36.8% |
| Admin fee / account holder | $9,429 | $16,648-43.4% | $12,690-25.7% | $13,397-29.6% |