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 | $146,289 | $117,841+24.1% | $102,423+42.8% | $145,922+0.3% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 13.78% | 31.65%-17.9pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,882 | $5,731-49.7% | $5,053-43.0% | $6,688-56.9% |
| Admin fee / account holder | $13,095 | $13,326-1.7% | $9,451+38.6% | $13,397-2.3% |