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 | $156,159 | $144,119+8.4% | $117,854+32.5% | $147,584+5.8% |
| Participation rate | 44.4% | 83.4%-39.0pp | 79.7%-35.2pp | 82.8%-38.4pp |
| Annual return | 17.96% | 531.15%-513.2pp | 335.08%-317.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $483 | $4,896-90.1% | $3,786-87.3% | $4,876-90.1% |
| Participant deferral / active EE | $4,073 | $5,316-23.4% | $4,482-9.1% | $5,439-25.1% |
| Admin fee / account holder | $4,751 | $10,886-56.4% | $8,020-40.8% | $10,885-56.4% |