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 | $98,158 | $45,035+118.0% | $62,995+55.8% | $70,131+40.0% |
| Participation rate | 23.8% | 69.5%-45.7pp | 74.8%-51.0pp | 69.5%-45.7pp |
| Annual return | 20.03% | 18.76%+1.3pp | 87.57%-67.5pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $898 | $2,465-63.6% | $3,329-73.0% | $3,332-73.0% |
| Admin fee / account holder | $607 | $2,834-78.6% | $3,600-83.1% | $4,645-86.9% |