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 | $95,788 | $35,183+172.3% | $73,545+30.2% | $70,131+36.6% |
| Participation rate | 20.5% | 42.9%-22.4pp | 54.9%-34.4pp | 69.5%-49.0pp |
| Annual return | 22.01% | 26.90%-4.9pp | -15.16%+37.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,317 | $1,220+8.0% | $1,806-27.1% | $3,332-60.5% |
| Admin fee / account holder | $1,368 | $2,302-40.6% | $2,320-41.0% | $4,645-70.5% |