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 | $120,503 | $61,605+95.6% | $112,229+7.4% | $75,163+60.3% |
| Participation rate | 43.9% | 61.7%-17.8pp | 72.4%-28.5pp | 67.2%-23.3pp |
| Annual return | 14.01% | 28.47%-14.5pp | 30.20%-16.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,455 | $3,108+11.1% | $4,798-28.0% | $4,125-16.3% |
| Admin fee / account holder | $1,785 | $4,862-63.3% | $7,748-77.0% | $5,651-68.4% |