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 | $42,266 | $88,083-52.0% | $164,813-74.4% | $74,495-43.3% |
| Participation rate | 32.5% | 73.0%-40.5pp | 78.6%-46.1pp | 67.2%-34.7pp |
| Annual return | 12.99% | 17.26%-4.3pp | 69.93%-56.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $293 | $2,593-88.7% | $4,341-93.2% | $2,623-88.8% |
| Participant deferral / active EE | $2,404 | $4,498-46.6% | $6,031-60.1% | $4,346-44.7% |
| Admin fee / account holder | $2,453 | $2,234+9.8% | $12,690-80.7% | $1,942+26.3% |