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 | $213,432 | $69,207+208.4% | $64,056+233.2% | $139,434+53.1% |
| Participation rate | 27.3% | 75.6%-48.3pp | 72.3%-45.0pp | 80.3%-53.0pp |
| Annual return | 13.15% | 45.88%-32.7pp | 33.69%-20.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,766 | $4,682-40.9% | $3,880-28.7% | $6,710-58.8% |
| Admin fee / account holder | $3,018 | $4,244-28.9% | $3,068-1.7% | $11,403-73.5% |