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 | $127,917 | $60,124+112.8% | $90,404+41.5% | $79,858+60.2% |
| Participation rate | 30.5% | 65.0%-34.5pp | 72.7%-42.2pp | 69.6%-39.1pp |
| Annual return | 21.49% | 71.94%-50.5pp | 1293.02%-1271.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,889 | $2,938-35.7% | $3,963-52.3% | $3,740-49.5% |
| Admin fee / account holder | $692 | $3,976-82.6% | $5,611-87.7% | $5,306-87.0% |