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 | $105,801 | $57,016+85.6% | $84,966+24.5% | $80,856+30.9% |
| Participation rate | 41.4% | 56.3%-15.0pp | 67.5%-26.1pp | 67.6%-26.3pp |
| Annual return | 17.40% | 21.66%-4.3pp | 66.38%-49.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,231 | $3,110+68.2% | $4,519+15.8% | $4,296+21.8% |
| Admin fee / account holder | $16,506 | $4,980+231.4% | $6,149+168.5% | $6,918+138.6% |