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 | $110,590 | $63,346+74.6% | $92,233+19.9% | $70,131+57.7% |
| Participation rate | 46.0% | 68.7%-22.7pp | 76.5%-30.5pp | 69.5%-23.6pp |
| Annual return | 18.03% | 530.12%-512.1pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $405 | $2,471-83.6% | $3,679-89.0% | $2,342-82.7% |
| Participant deferral / active EE | $2,380 | $2,854-16.6% | $3,897-38.9% | $3,332-28.6% |
| Admin fee / account holder | $2,339 | $3,840-39.1% | $5,194-55.0% | $4,645-49.6% |