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 | $114,925 | $65,561+75.3% | $86,188+33.3% | $75,163+52.9% |
| Participation rate | 43.2% | 60.5%-17.3pp | 69.0%-25.8pp | 67.2%-24.0pp |
| Annual return | 17.00% | 46.05%-29.1pp | 1168.45%-1151.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $74 | $1,553-95.2% | $2,380-96.9% | $2,670-97.2% |
| Participant deferral / active EE | $2,113 | $3,024-30.1% | $3,985-47.0% | $4,125-48.8% |
| Admin fee / account holder | $652 | $5,474-88.1% | $6,852-90.5% | $5,651-88.5% |