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 | $233,405 | $162,781+43.4% | $133,956+74.2% | $158,922+46.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 22.25% | 41.94%-19.7pp | 45.09%-22.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $383 | $4,975-92.3% | $3,919-90.2% | $4,761-92.0% |
| Participant deferral / active EE | $2,996 | $5,911-49.3% | $5,048-40.7% | $5,982-49.9% |
| Admin fee / account holder | $1,000 | $11,736-91.5% | $8,927-88.8% | $11,246-91.1% |