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 | $173,317 | $74,927+131.3% | $101,794+70.3% | $84,808+104.4% |
| Participation rate | 28.7% | 61.4%-32.7pp | 69.2%-40.4pp | 68.3%-39.6pp |
| Annual return | 17.26% | 18.70%-1.4pp | 30.53%-13.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $163 | $1,522-89.3% | $2,289-92.9% | $2,631-93.8% |
| Participant deferral / active EE | $1,409 | $3,099-54.5% | $4,084-65.5% | $4,212-66.5% |
| Admin fee / account holder | $2,024 | $6,514-68.9% | $8,777-76.9% | $7,344-72.4% |