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 | $158,242 | $91,552+72.8% | $133,956+18.1% | $79,858+98.2% |
| Participation rate | 61.1% | 73.3%-12.2pp | 79.8%-18.7pp | 69.6%-8.5pp |
| Annual return | 17.39% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,636 | $3,733-2.6% | $5,048-28.0% | $3,740-2.8% |
| Admin fee / account holder | $1,390 | $6,321-78.0% | $8,927-84.4% | $5,306-73.8% |