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 | $206,015 | $102,317+101.3% | $146,958+40.2% | $80,856+154.8% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 18.39% | 134.76%-116.4pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,431 | $6,644-3.2% | $8,070-20.3% | $4,296+49.7% |
| Admin fee / account holder | $3,580 | $7,941-54.9% | $12,998-72.5% | $6,918-48.2% |