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 | $197,254 | $98,750+99.8% | $149,696+31.8% | $79,858+147.0% |
| Participation rate | 42.4% | 75.8%-33.3pp | 82.5%-40.1pp | 69.6%-27.2pp |
| Annual return | 13.76% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,725 | $5,680-34.4% | $6,842-45.6% | $3,740-0.4% |
| Admin fee / account holder | $3,276 | $6,053-45.9% | $9,309-64.8% | $5,306-38.3% |