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 | $248,855 | $127,264+95.5% | $109,895+126.4% | $167,490+48.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.61% | 22.97%-8.4pp | 29.45%-14.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $136 | $3,322-95.9% | $2,842-95.2% | $4,837-97.2% |
| Participant deferral / active EE | $2,606 | $4,514-42.3% | $4,048-35.6% | $6,341-58.9% |
| Admin fee / account holder | $2,023 | $7,114-71.6% | $6,066-66.7% | $12,309-83.6% |