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 | $104,007 | $64,324+61.7% | $118,925-12.5% | $79,858+30.2% |
| Participation rate | 51.7% | 64.9%-13.1pp | 75.4%-23.7pp | 69.6%-17.9pp |
| Annual return | 13.14% | 86.45%-73.3pp | 35.88%-22.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $298 | $1,836-83.8% | $3,263-90.9% | $2,471-87.9% |
| Participant deferral / active EE | $1,355 | $2,824-52.0% | $4,265-68.2% | $3,740-63.8% |
| Admin fee / account holder | $7,837 | $4,040+94.0% | $6,581+19.1% | $5,306+47.7% |