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 5-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 | $180,937 | $124,281+45.6% | $109,143+65.8% | $167,490+8.0% |
| Participation rate | 63.2% | 79.4%-16.3pp | 75.9%-12.7pp | 82.1%-18.9pp |
| Annual return | 14.59% | 26.04%-11.4pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $528 | $4,207-87.4% | $3,722-85.8% | $4,837-89.1% |
| Participant deferral / active EE | $3,273 | $5,255-37.7% | $4,653-29.7% | $6,341-48.4% |
| Admin fee / account holder | $1,980 | $7,970-75.2% | $6,752-70.7% | $12,309-83.9% |