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 | $99,192 | $61,774+60.6% | $97,226+2.0% | $80,856+22.7% |
| Participation rate | 32.1% | 63.5%-31.4pp | 72.7%-40.6pp | 67.6%-35.6pp |
| Annual return | 23.23% | -557.90%+581.1pp | 75.13%-51.9pp | 35.59%-12.4pp |
| Employer contribution / active EE | $171 | $1,837-90.7% | $2,729-93.7% | $2,755-93.8% |
| Participant deferral / active EE | $1,793 | $3,029-40.8% | $4,264-57.9% | $4,296-58.3% |
| Admin fee / account holder | $1,467 | $5,166-71.6% | $5,654-74.1% | $6,918-78.8% |