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 5-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 | $133,214 | $89,753+48.4% | $107,525+23.9% | $84,808+57.1% |
| Participation rate | 7.4% | 68.1%-60.7pp | 75.1%-67.7pp | 68.3%-60.9pp |
| Annual return | 18.75% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $519 | $3,113-83.3% | $3,754-86.2% | $2,631-80.3% |
| Participant deferral / active EE | $2,287 | $4,056-43.6% | $5,116-55.3% | $4,212-45.7% |
| Admin fee / account holder | $505 | $7,222-93.0% | $8,919-94.3% | $7,344-93.1% |