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 | $214,208 | $71,050+201.5% | $93,606+128.8% | $80,856+164.9% |
| Participation rate | 34.0% | 60.4%-26.4pp | 68.7%-34.7pp | 67.6%-33.6pp |
| Annual return | 12.38% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5 | $1,564-99.7% | $2,420-99.8% | $2,755-99.8% |
| Participant deferral / active EE | $2,059 | $4,034-49.0% | $4,411-53.3% | $4,296-52.1% |
| Admin fee / account holder | $7,536 | $6,945+8.5% | $8,285-9.0% | $6,918+8.9% |