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 | $117,949 | $48,570+142.8% | $130,648-9.7% | $72,985+61.6% |
| Participation rate | 14.8% | 58.6%-43.8pp | 71.7%-56.9pp | 69.5%-54.7pp |
| Annual return | 23.26% | 38.63%-15.4pp | 1708.96%-1685.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,278 | $2,384-46.4% | $3,603-64.5% | $3,607-64.6% |
| Admin fee / account holder | $7,522 | $3,549+111.9% | $5,464+37.6% | $5,124+46.8% |