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 | $152,759 | $48,795+213.1% | $65,493+133.2% | $84,808+80.1% |
| Participation rate | 9.4% | 67.0%-57.6pp | 73.1%-63.7pp | 68.3%-58.9pp |
| Annual return | 15.38% | 20.20%-4.8pp | 982.45%-967.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $151 | $1,930-92.2% | $2,574-94.1% | $2,631-94.3% |
| Participant deferral / active EE | $1,069 | $2,928-63.5% | $3,961-73.0% | $4,212-74.6% |
| Admin fee / account holder | $668 | $3,877-82.8% | $5,028-86.7% | $7,344-90.9% |