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 | $180,264 | $202,432-11.0% | $169,368+6.4% | $139,434+29.3% |
| Participation rate | 39.1% | 81.1%-41.9pp | 77.1%-38.0pp | 80.3%-41.2pp |
| Annual return | 14.19% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $419 | $4,692-91.1% | $4,013-89.6% | $4,751-91.2% |
| Participant deferral / active EE | $2,483 | $6,938-64.2% | $6,221-60.1% | $6,710-63.0% |
| Admin fee / account holder | $26,751 | $10,708+149.8% | $9,003+197.1% | $11,403+134.6% |