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 | $186,938 | $70,669+164.5% | $169,368+10.4% | $75,163+148.7% |
| Participation rate | 61.1% | 64.8%-3.7pp | 77.1%-16.0pp | 67.2%-6.1pp |
| Annual return | 27.72% | 36.36%-8.6pp | 405.60%-377.9pp | 160.62%-132.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,163 | $4,311-3.4% | $6,221-33.1% | $4,125+0.9% |
| Admin fee / account holder | $1,035 | $5,402-80.8% | $9,003-88.5% | $5,651-81.7% |