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 | $144,706 | $63,346+128.4% | $92,233+56.9% | $70,131+106.3% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 18.85% | 530.12%-511.3pp | 176.28%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $352 | $2,471-85.8% | $3,679-90.4% | $2,342-85.0% |
| Participant deferral / active EE | $2,152 | $2,854-24.6% | $3,897-44.8% | $3,332-35.4% |
| Admin fee / account holder | $1,940 | $3,840-49.5% | $5,194-62.7% | $4,645-58.2% |