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 | $123,824 | $95,416+29.8% | $185,823-33.4% | $85,850+44.2% |
| Participation rate | 18.8% | 68.8%-49.9pp | 81.7%-62.9pp | 69.3%-50.5pp |
| Annual return | 16.54% | 23.59%-7.0pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $318 | $3,314-90.4% | $5,167-93.8% | $2,565-87.6% |
| Participant deferral / active EE | $1,026 | $3,423-70.0% | $5,568-81.6% | $3,952-74.0% |
| Admin fee / account holder | $862 | $7,213-88.0% | $16,237-94.7% | $6,260-86.2% |