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 | $85,754 | $51,638+66.1% | $68,368+25.4% | $82,448+4.0% |
| Participation rate | 56.9% | 63.6%-6.7pp | 73.8%-16.9pp | 68.1%-11.2pp |
| Annual return | 18.84% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,051 | $2,914+210.7% | $4,123+119.5% | $4,139+118.7% |
| Admin fee / account holder | $738 | $4,643-84.1% | $5,150-85.7% | $7,234-89.8% |