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 | $113,480 | $27,915+306.5% | $58,482+94.0% | $75,163+51.0% |
| Participation rate | 27.6% | 38.8%-11.2pp | 50.9%-23.2pp | 67.2%-39.6pp |
| Annual return | 16.36% | 44.20%-27.8pp | 4239.32%-4223.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,208 | $1,201+167.1% | $1,924+66.8% | $4,125-22.2% |
| Admin fee / account holder | $9,666 | $1,726+460.1% | $2,516+284.2% | $5,651+71.1% |