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 | $137,066 | $105,931+29.4% | $81,930+67.3% | $158,922-13.8% |
| Participation rate | 29.4% | 75.6%-46.2pp | 72.0%-42.6pp | 82.0%-52.5pp |
| Annual return | 24.96% | 38.17%-13.2pp | 29.49%-4.5pp | 302.83%-277.9pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,004 | $13,003-76.9% | $7,107-57.7% | $5,982-49.8% |
| Admin fee / account holder | $541 | $8,489-93.6% | $5,158-89.5% | $11,246-95.2% |