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 | $53,425 | $98,750-45.9% | $149,696-64.3% | $79,858-33.1% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.5%-23.5pp | 69.6%-10.7pp |
| Annual return | 47.11% | 27.43%+19.7pp | 276.60%-229.5pp | 31.71%+15.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,524 | $5,680-20.4% | $6,842-33.9% | $3,740+21.0% |
| Admin fee / account holder | $6,066 | $6,053+0.2% | $9,309-34.8% | $5,306+14.3% |