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 | $140,906 | $116,175+21.3% | $93,606+50.5% | $152,861-7.8% |
| Participation rate | 42.9% | 78.0%-35.2pp | 75.8%-33.0pp | 82.4%-39.6pp |
| Annual return | 20.55% | 35.96%-15.4pp | 32.76%-12.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,718 | $4,603-19.2% | $4,069-8.6% | $5,850-36.5% |
| Admin fee / account holder | $944 | $10,748-91.2% | $7,888-88.0% | $11,596-91.9% |