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 | $24,181 | $77,145-68.7% | $108,410-77.7% | $85,850-71.8% |
| Participation rate | 49.1% | 74.7%-25.6pp | 80.1%-31.1pp | 69.3%-20.3pp |
| Annual return | 16.02% | 44.54%-28.5pp | 905.27%-889.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,935 | $5,566+24.6% | $6,563+5.7% | $3,952+75.5% |
| Admin fee / account holder | $5,722 | $5,172+10.6% | $7,295-21.6% | $6,260-8.6% |