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 | $83,949 | $60,124+39.6% | $90,404-7.1% | $79,858+5.1% |
| Participation rate | 27.1% | 65.0%-37.9pp | 72.7%-45.6pp | 69.6%-42.6pp |
| Annual return | 19.07% | 71.94%-52.9pp | 1293.02%-1273.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $118 | $2,068-94.3% | $3,262-96.4% | $2,471-95.2% |
| Participant deferral / active EE | $1,126 | $2,938-61.7% | $3,963-71.6% | $3,740-69.9% |
| Admin fee / account holder | $519 | $3,976-87.0% | $5,611-90.8% | $5,306-90.2% |