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 | $141,909 | $80,968+75.3% | $96,544+47.0% | $75,163+88.8% |
| Participation rate | 63.6% | 71.8%-8.1pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 25.66% | 27.06%-1.4pp | 25.84%-0.2pp | 160.62%-135.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,715 | $3,928+147.3% | $4,851+100.3% | $4,125+135.5% |
| Admin fee / account holder | $13,110 | $6,724+95.0% | $8,252+58.9% | $5,651+132.0% |