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 | $123,794 | $73,933+67.4% | $96,683+28.0% | $75,163+64.7% |
| Participation rate | 44.1% | 66.4%-22.4pp | 74.3%-30.3pp | 67.2%-23.1pp |
| Annual return | 17.35% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.3pp |
| Employer contribution / active EE | $579 | $2,928-80.2% | $3,737-84.5% | $2,670-78.3% |
| Participant deferral / active EE | $2,923 | $3,659-20.1% | $4,878-40.1% | $4,125-29.1% |
| Admin fee / account holder | $2,532 | $5,216-51.5% | $6,730-62.4% | $5,651-55.2% |