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 8-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 | $146,344 | $79,944+83.1% | $98,439+48.7% | $75,163+94.7% |
| Participation rate | 43.1% | 70.4%-27.3pp | 75.2%-32.1pp | 67.2%-24.1pp |
| Annual return | 21.33% | 19.75%+1.6pp | 21.16%+0.2pp | 160.62%-139.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,494 | $3,752-33.5% | $4,738-47.4% | $4,125-39.5% |
| Admin fee / account holder | $1,218 | $6,840-82.2% | $8,948-86.4% | $5,651-78.4% |