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 6-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 | $149,474 | $109,881+36.0% | $150,045-0.4% | $84,808+76.3% |
| Participation rate | 11.5% | 76.1%-64.5pp | 82.3%-70.8pp | 68.3%-56.8pp |
| Annual return | 18.85% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,687 | $6,636-59.5% | $7,997-66.4% | $4,212-36.2% |
| Admin fee / account holder | $2,194 | $8,568-74.4% | $13,435-83.7% | $7,344-70.1% |