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 | $127,601 | $56,053+127.6% | $75,972+68.0% | $80,856+57.8% |
| Participation rate | 30.4% | 62.0%-31.6pp | 69.1%-38.6pp | 67.6%-37.2pp |
| Annual return | 11.86% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $180 | $1,874-90.4% | $2,685-93.3% | $2,755-93.5% |
| Participant deferral / active EE | $2,833 | $3,052-7.2% | $4,255-33.4% | $4,296-34.1% |
| Admin fee / account holder | $4,601 | $5,234-12.1% | $6,467-28.9% | $6,918-33.5% |