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 | $22,832 | $58,208-60.8% | $81,812-72.1% | $80,856-71.8% |
| Participation rate | 29.3% | 63.4%-34.1pp | 72.3%-43.1pp | 67.6%-38.4pp |
| Annual return | 13.49% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $145 | $2,340-93.8% | $2,912-95.0% | $2,755-94.7% |
| Participant deferral / active EE | $1,452 | $3,281-55.8% | $4,319-66.4% | $4,296-66.2% |
| Admin fee / account holder | $1,264 | $4,981-74.6% | $7,386-82.9% | $6,918-81.7% |