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 | $31,442 | $51,576-39.0% | $129,207-75.7% | $80,856-61.1% |
| Participation rate | 20.5% | 57.0%-36.5pp | 69.6%-49.1pp | 67.6%-47.2pp |
| Annual return | 15.08% | 20.81%-5.7pp | 9417.33%-9402.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,258 | $2,669-52.8% | $4,168-69.8% | $4,296-70.7% |
| Admin fee / account holder | $420 | $4,305-90.2% | $7,715-94.6% | $6,918-93.9% |