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 | $126,755 | $48,230+162.8% | $67,502+87.8% | $80,856+56.8% |
| Participation rate | 12.5% | 66.4%-53.9pp | 72.9%-60.4pp | 67.6%-55.1pp |
| Annual return | 12.39% | 18.28%-5.9pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $144 | $2,020-92.8% | $2,731-94.7% | $2,755-94.8% |
| Participant deferral / active EE | $1,052 | $2,924-64.0% | $4,000-73.7% | $4,296-75.5% |
| Admin fee / account holder | $717 | $3,681-80.5% | $3,998-82.1% | $6,918-89.6% |