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 | $80,158 | $99,985-19.8% | $146,665-45.3% | $85,850-6.6% |
| Participation rate | 38.6% | 73.1%-34.4pp | 80.1%-41.4pp | 69.3%-30.7pp |
| Annual return | 12.37% | 18.93%-6.6pp | 22.74%-10.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $614 | $2,559-76.0% | $4,136-85.2% | $2,565-76.1% |
| Participant deferral / active EE | $4,733 | $4,006+18.2% | $5,506-14.0% | $3,952+19.8% |
| Admin fee / account holder | $11,580 | $7,702+50.3% | $10,280+12.6% | $6,260+85.0% |