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 | $117,288 | $50,082+134.2% | $93,406+25.6% | $79,858+46.9% |
| Participation rate | 41.0% | 60.9%-19.9pp | 66.8%-25.8pp | 69.6%-28.6pp |
| Annual return | 26.06% | 24.59%+1.5pp | 78.05%-52.0pp | 31.71%-5.7pp |
| Employer contribution / active EE | $100 | $1,303-92.3% | $2,075-95.2% | $2,471-96.0% |
| Participant deferral / active EE | $1,860 | $2,212-15.9% | $3,126-40.5% | $3,740-50.3% |
| Admin fee / account holder | $10,160 | $3,454+194.1% | $5,230+94.3% | $5,306+91.5% |