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 | $138,996 | $88,672+56.8% | $105,223+32.1% | $82,448+68.6% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 17.65% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $704 | $3,048-76.9% | $3,689-80.9% | $2,551-72.4% |
| Participant deferral / active EE | $5,071 | $4,036+25.6% | $5,0720% | $4,139+22.5% |
| Admin fee / account holder | $472 | $7,146-93.4% | $8,859-94.7% | $7,234-93.5% |