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 | $218,393 | $101,724+114.7% | $164,813+32.5% | $80,856+170.1% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-21.9pp | 67.6%-11.0pp |
| Annual return | 17.20% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $296 | $2,953-90.0% | $4,341-93.2% | $2,755-89.2% |
| Participant deferral / active EE | $2,587 | $4,477-42.2% | $6,031-57.1% | $4,296-39.8% |
| Admin fee / account holder | $9,641 | $8,227+17.2% | $12,690-24.0% | $6,918+39.4% |