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 | $99,608 | $74,927+32.9% | $101,794-2.1% | $84,808+17.5% |
| Participation rate | 47.4% | 61.4%-14.0pp | 69.2%-21.8pp | 68.3%-20.9pp |
| Annual return | 116.85% | 18.70%+98.1pp | 30.53%+86.3pp | 40.90%+76.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,491 | $3,099-19.6% | $4,084-39.0% | $4,212-40.9% |
| Admin fee / account holder | $7,692 | $6,514+18.1% | $8,777-12.4% | $7,344+4.7% |