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 | $154,482 | $53,516+188.7% | $126,539+22.1% | $84,808+82.2% |
| Participation rate | 30.0% | 58.2%-28.2pp | 69.8%-39.8pp | 68.3%-38.3pp |
| Annual return | 21.31% | 58.34%-37.0pp | 425.95%-404.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $157 | $1,535-89.8% | $3,674-95.7% | $2,631-94.0% |
| Participant deferral / active EE | $3,728 | $2,671+39.6% | $4,083-8.7% | $4,212-11.5% |
| Admin fee / account holder | $10,997 | $4,497+144.6% | $6,065+81.3% | $7,344+49.7% |