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 | $219,488 | $86,929+152.5% | $102,423+114.3% | $80,856+171.5% |
| Participation rate | 30.3% | 72.4%-42.1pp | 76.5%-46.2pp | 67.6%-37.3pp |
| Annual return | 25.20% | 18.88%+6.3pp | 29.32%-4.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,629 | $4,118-36.2% | $5,053-48.0% | $4,296-38.8% |
| Admin fee / account holder | $22,049 | $8,049+173.9% | $9,451+133.3% | $6,918+218.7% |