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 | $138,456 | $81,947+69.0% | $105,387+31.4% | $72,985+89.7% |
| Participation rate | 29.8% | 76.5%-46.7pp | 82.6%-52.8pp | 69.5%-39.7pp |
| Annual return | 56.41% | 42.90%+13.5pp | 26.82%+29.6pp | 81.00%-24.6pp |
| Employer contribution / active EE | $266 | $3,468-92.3% | $4,213-93.7% | $2,440-89.1% |
| Participant deferral / active EE | $1,786 | $4,494-60.3% | $5,502-67.5% | $3,607-50.5% |
| Admin fee / account holder | $3,097 | $6,258-50.5% | $6,559-52.8% | $5,124-39.6% |