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 | $116,429 | $81,208+43.4% | $98,907+17.7% | $79,858+45.8% |
| Participation rate | 65.4% | 72.5%-7.1pp | 76.0%-10.6pp | 69.6%-4.2pp |
| Annual return | 11.64% | 60.99%-49.4pp | 196.43%-184.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $362 | $1,960-81.5% | $2,689-86.5% | $2,471-85.3% |
| Participant deferral / active EE | $1,803 | $3,265-44.8% | $4,244-57.5% | $3,740-51.8% |
| Admin fee / account holder | $3,382 | $6,013-43.8% | $6,642-49.1% | $5,306-36.3% |