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 | $173,476 | $159,602+8.7% | $150,045+15.6% | $142,382+21.8% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.3%-41.1pp | 80.1%-38.9pp |
| Annual return | 13.47% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $367 | $4,961-92.6% | $4,693-92.2% | $4,299-91.5% |
| Participant deferral / active EE | $5,050 | $8,310-39.2% | $7,997-36.8% | $6,507-22.4% |
| Admin fee / account holder | $2,831 | $14,846-80.9% | $13,435-78.9% | $12,624-77.6% |