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 | $180,208 | $111,754+61.3% | $103,333+74.4% | $145,922+23.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 14.23% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $529 | $4,212-87.4% | $3,868-86.3% | $4,660-88.6% |
| Participant deferral / active EE | $8,639 | $5,619+53.8% | $5,057+70.8% | $6,688+29.2% |
| Admin fee / account holder | $1,258 | $9,750-87.1% | $8,355-84.9% | $13,397-90.6% |