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 | $125,701 | $86,286+45.7% | $111,297+12.9% | $85,850+46.4% |
| Participation rate | 37.3% | 73.3%-36.1pp | 77.3%-40.1pp | 69.3%-32.1pp |
| Annual return | 16.52% | 19.99%-3.5pp | 54.65%-38.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $365 | $2,043-82.1% | $2,731-86.6% | $2,565-85.8% |
| Participant deferral / active EE | $1,993 | $3,641-45.2% | $4,487-55.6% | $3,952-49.6% |
| Admin fee / account holder | $2,858 | $8,188-65.1% | $7,964-64.1% | $6,260-54.4% |