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 | $112,808 | $85,202+32.4% | $172,739-34.7% | $72,985+54.6% |
| Participation rate | 52.3% | 70.1%-17.8pp | 82.6%-30.3pp | 69.5%-17.2pp |
| Annual return | 22.60% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $337 | $3,324-89.9% | $5,143-93.5% | $2,440-86.2% |
| Participant deferral / active EE | $3,037 | $3,260-6.8% | $5,198-41.6% | $3,607-15.8% |
| Admin fee / account holder | $14,443 | $5,884+145.5% | $13,954+3.5% | $5,124+181.8% |