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 | $145,655 | $61,272+137.7% | $149,673-2.7% | $71,457+103.8% |
| Participation rate | 13.2% | 62.5%-49.3pp | 78.8%-65.6pp | 67.9%-54.7pp |
| Annual return | 13.46% | 35.85%-22.4pp | 134.42%-121.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $211 | $2,378-91.1% | $4,818-95.6% | $2,588-91.9% |
| Participant deferral / active EE | $1,449 | $2,917-50.3% | $5,680-74.5% | $4,289-66.2% |
| Admin fee / account holder | $2,762 | $1,261+119.0% | $13,210-79.1% | $1,587+74.0% |