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 | $127,469 | $105,181+21.2% | $159,436-20.1% | $85,850+48.5% |
| Participation rate | 54.5% | 75.8%-21.2pp | 82.8%-28.3pp | 69.3%-14.8pp |
| Annual return | 13.32% | 45.07%-31.8pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,375 | $5,945-43.2% | $7,352-54.1% | $3,952-14.6% |
| Admin fee / account holder | $7,955 | $6,933+14.7% | $10,799-26.3% | $6,260+27.1% |