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 | $33,209 | $101,069-67.1% | $81,478-59.2% | $147,584-77.5% |
| Participation rate | 27.3% | 74.5%-47.2pp | 68.0%-40.7pp | 82.8%-55.6pp |
| Annual return | 125.24% | 32.40%+92.8pp | 38.78%+86.5pp | 578.55%-453.3pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,316 | $4,242-69.0% | $3,537-62.8% | $5,439-75.8% |
| Admin fee / account holder | $1,923 | $5,812-66.9% | $4,561-57.8% | $10,885-82.3% |