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 | $232,345 | $197,591+17.6% | $177,821+30.7% | $158,922+46.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 11.28% | 58.76%-47.5pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,164 | $6,697-82.6% | $5,918-80.3% | $4,761-75.5% |
| Participant deferral / active EE | $7,295 | $8,405-13.2% | $7,714-5.4% | $5,982+22.0% |
| Admin fee / account holder | $45,602 | $15,399+196.1% | $12,427+266.9% | $11,246+305.5% |