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 | $107,103 | $69,207+54.8% | $64,056+67.2% | $139,434-23.2% |
| Participation rate | 18.2% | 75.6%-57.4pp | 72.3%-54.1pp | 80.3%-62.1pp |
| Annual return | 14.81% | 45.88%-31.1pp | 33.69%-18.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $178 | $3,182-94.4% | $2,747-93.5% | $4,751-96.2% |
| Participant deferral / active EE | $1,484 | $4,682-68.3% | $3,880-61.7% | $6,710-77.9% |
| Admin fee / account holder | $1,305 | $4,244-69.3% | $3,068-57.5% | $11,403-88.6% |