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 | $185,242 | $109,359+69.4% | $162,163+14.2% | $72,985+153.8% |
| Participation rate | 40.7% | 84.3%-43.5pp | 87.6%-46.8pp | 69.5%-28.7pp |
| Annual return | 20.39% | 25.46%-5.1pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,494 | $5,481-18.0% | $7,298-38.4% | $3,607+24.6% |
| Admin fee / account holder | $10,534 | $7,972+32.1% | $10,843-2.8% | $5,124+105.6% |