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 | $116,135 | $39,019+197.6% | $80,716+43.9% | $85,850+35.3% |
| Participation rate | 61.3% | 41.5%+19.7pp | 54.2%+7.1pp | 69.3%-8.0pp |
| Annual return | 15.49% | 26.27%-10.8pp | 87.28%-71.8pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $561 | $1,326-57.7% | $2,146-73.8% | $3,952-85.8% |
| Admin fee / account holder | $2,473 | $2,431+1.7% | $3,380-26.8% | $6,260-60.5% |