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 | $124,308 | $52,380+137.3% | $98,755+25.9% | $85,850+44.8% |
| Participation rate | 36.6% | 58.0%-21.4pp | 65.7%-29.1pp | 69.3%-32.7pp |
| Annual return | 20.14% | 25.82%-5.7pp | 49.91%-29.8pp | 318.53%-298.4pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,944 | $2,101-7.5% | $3,035-35.9% | $3,952-50.8% |
| Admin fee / account holder | $6,982 | $3,865+80.7% | $4,076+71.3% | $6,260+11.5% |