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 8-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 | $153,277 | $112,881+35.8% | $90,951+68.5% | $158,922-3.6% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 14.13% | 215.79%-201.7pp | 134.60%-120.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $376 | $2,893-87.0% | $2,122-82.3% | $4,761-92.1% |
| Participant deferral / active EE | $1,516 | $4,128-63.3% | $3,373-55.1% | $5,982-74.7% |
| Admin fee / account holder | $20,770 | $8,041+158.3% | $5,959+248.6% | $11,246+84.7% |