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 | $52,982 | $60,124-11.9% | $90,404-41.4% | $79,858-33.7% |
| Participation rate | 32.5% | 65.0%-32.5pp | 72.7%-40.2pp | 69.6%-37.1pp |
| Annual return | 12.33% | 71.94%-59.6pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $181 | $2,068-91.2% | $3,262-94.4% | $2,471-92.7% |
| Participant deferral / active EE | $1,189 | $2,938-59.5% | $3,963-70.0% | $3,740-68.2% |
| Admin fee / account holder | $808 | $3,976-79.7% | $5,611-85.6% | $5,306-84.8% |