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 | $123,484 | $109,904+12.4% | $97,167+27.1% | $145,959-15.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.12% | 243.43%-227.3pp | 75.27%-59.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $248 | $3,084-92.0% | $2,729-90.9% | $4,661-94.7% |
| Participant deferral / active EE | $5,446 | $4,676+16.5% | $4,264+27.7% | $6,689-18.6% |
| Admin fee / account holder | $2,446 | $6,216-60.6% | $5,650-56.7% | $13,398-81.7% |