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 | $102,048 | $117,841-13.4% | $102,423-0.4% | $145,922-30.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.18% | 31.65%-19.5pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $499 | $3,615-86.2% | $3,023-83.5% | $4,660-89.3% |
| Participant deferral / active EE | $2,644 | $5,731-53.9% | $5,053-47.7% | $6,688-60.5% |
| Admin fee / account holder | $2,300 | $13,326-82.7% | $9,451-75.7% | $13,397-82.8% |