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 | $24,198 | $57,281-57.8% | $86,612-72.1% | $75,163-67.8% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 22.31% | 2670.75%-2648.4pp | 591.07%-568.8pp | 160.62%-138.3pp |
| Employer contribution / active EE | $139 | $2,314-94.0% | $3,022-95.4% | $2,670-94.8% |
| Participant deferral / active EE | $1,386 | $3,318-58.2% | $4,438-68.8% | $4,125-66.4% |
| Admin fee / account holder | $12,031 | $4,112+192.6% | $5,614+114.3% | $5,651+112.9% |