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 | $133,847 | $60,022+123.0% | $88,946+50.5% | $84,808+57.8% |
| Participation rate | 9.1% | 57.8%-48.7pp | 68.8%-59.8pp | 68.3%-59.2pp |
| Annual return | 15.22% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $106 | $1,703-93.8% | $2,555-95.9% | $2,631-96.0% |
| Participant deferral / active EE | $1,569 | $3,114-49.6% | $4,581-65.8% | $4,212-62.7% |
| Admin fee / account holder | $722 | $4,811-85.0% | $8,261-91.3% | $7,344-90.2% |