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 | $92,473 | $70,428+31.3% | $96,562-4.2% | $85,850+7.7% |
| Participation rate | 52.6% | 61.8%-9.2pp | 69.8%-17.2pp | 69.3%-16.7pp |
| Annual return | 13.02% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,060 | $2,894+5.7% | $3,849-20.5% | $3,952-22.6% |
| Admin fee / account holder | $774 | $4,997-84.5% | $6,181-87.5% | $6,260-87.6% |