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 | $185,008 | $162,781+13.7% | $133,956+38.1% | $158,922+16.4% |
| Participation rate | 34.8% | 83.2%-48.4pp | 79.8%-45.1pp | 82.0%-47.2pp |
| Annual return | 6.01% | 41.94%-35.9pp | 45.09%-39.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,073 | $5,911-48.0% | $5,048-39.1% | $5,982-48.6% |
| Admin fee / account holder | $989 | $11,736-91.6% | $8,927-88.9% | $11,246-91.2% |