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 | $222,489 | $86,929+155.9% | $102,423+117.2% | $80,856+175.2% |
| Participation rate | 29.0% | 72.4%-43.3pp | 76.5%-47.5pp | 67.6%-38.6pp |
| Annual return | 15.94% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,785 | $4,118-32.4% | $5,053-44.9% | $4,296-35.2% |
| Admin fee / account holder | $11,631 | $8,049+44.5% | $9,451+23.1% | $6,918+68.1% |