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 | $86,322 | $52,353+64.9% | $120,225-28.2% | $82,448+4.7% |
| Participation rate | 37.2% | 58.3%-21.1pp | 69.6%-32.4pp | 68.1%-30.9pp |
| Annual return | 14.45% | 61.85%-47.4pp | 439.23%-424.8pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,716 | $2,627+3.4% | $3,999-32.1% | $4,139-34.4% |
| Admin fee / account holder | $972 | $4,363-77.7% | $5,696-82.9% | $7,234-86.6% |