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 | $125,485 | $102,604+22.3% | $86,188+45.6% | $139,434-10.0% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 22.78% | 1922.51%-1899.7pp | 1168.45%-1145.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $341 | $3,032-88.7% | $2,380-85.7% | $4,751-92.8% |
| Participant deferral / active EE | $3,415 | $4,676-27.0% | $3,985-14.3% | $6,710-49.1% |
| Admin fee / account holder | $1,409 | $8,657-83.7% | $6,852-79.4% | $11,403-87.6% |