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 | $116,457 | $209,336-44.4% | $197,124-40.9% | $137,256-15.2% |
| Participation rate | 43.8% | 87.3%-43.6pp | 86.7%-43.0pp | 80.0%-36.2pp |
| Annual return | 34.39% | 48.09%-13.7pp | 44.34%-10.0pp | 220.34%-186.0pp |
| Employer contribution / active EE | $1,022 | $6,591-84.5% | $6,227-83.6% | $4,156-75.4% |
| Participant deferral / active EE | $3,928 | $9,614-59.1% | $9,135-57.0% | $6,407-38.7% |
| Admin fee / account holder | $14,414 | $17,308-16.7% | $16,298-11.6% | $12,270+17.5% |