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 | $153,064 | $197,591-22.5% | $177,821-13.9% | $158,922-3.7% |
| Participation rate | 35.3% | 88.5%-53.3pp | 87.7%-52.4pp | 82.0%-46.7pp |
| Annual return | 10.27% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,559 | $8,405+13.7% | $7,714+23.9% | $5,982+59.8% |
| Admin fee / account holder | $393 | $15,399-97.4% | $12,427-96.8% | $11,246-96.5% |