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 | $139,035 | $102,604+35.5% | $86,188+61.3% | $139,434-0.3% |
| Participation rate | 8.3% | 74.5%-66.2pp | 69.0%-60.6pp | 80.3%-72.0pp |
| Annual return | 12.56% | 1922.51%-1909.9pp | 1168.45%-1155.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $382 | $3,032-87.4% | $2,380-84.0% | $4,751-92.0% |
| Participant deferral / active EE | $1,307 | $4,676-72.0% | $3,985-67.2% | $6,710-80.5% |
| Admin fee / account holder | $2,281 | $8,657-73.6% | $6,852-66.7% | $11,403-80.0% |