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 | $234,826 | $177,572+32.2% | $154,803+51.7% | $142,382+64.9% |
| Participation rate | 34.8% | 82.1%-47.3pp | 78.1%-43.3pp | 80.1%-45.3pp |
| Annual return | 13.81% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $642 | $4,810-86.6% | $4,305-85.1% | $4,299-85.1% |
| Participant deferral / active EE | $2,319 | $6,272-63.0% | $5,540-58.1% | $6,507-64.4% |
| Admin fee / account holder | $1,043 | $16,786-93.8% | $14,329-92.7% | $12,624-91.7% |