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 | $176,891 | $87,013+103.3% | $106,213+66.5% | $80,856+118.8% |
| Participation rate | 47.5% | 70.4%-22.9pp | 75.3%-27.7pp | 67.6%-20.1pp |
| Annual return | 26.26% | 17.05%+9.2pp | 116.14%-89.9pp | 35.59%-9.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,611 | $3,986-34.5% | $5,016-47.9% | $4,296-39.2% |
| Admin fee / account holder | $826 | $8,431-90.2% | $11,033-92.5% | $6,918-88.1% |