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 | $61,365 | $98,750-37.9% | $149,696-59.0% | $79,858-23.2% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.5%-15.4pp | 69.6%-2.6pp |
| Annual return | 31.61% | 27.43%+4.2pp | 276.60%-245.0pp | 31.71%-0.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,075 | $5,680+6.9% | $6,842-11.2% | $3,740+62.4% |
| Admin fee / account holder | $3,632 | $6,053-40.0% | $9,309-61.0% | $5,306-31.6% |