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 | $93,158 | $83,337+11.8% | $67,834+37.3% | $273,961-66.0% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 3.37% | 259.45%-256.1pp | 138.47%-135.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,558 | $4,088-61.9% | $3,160-50.7% | $5,287-70.5% |
| Admin fee / account holder | $8,692 | $6,752+28.7% | $4,622+88.1% | $10,132-14.2% |