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 | $86,501 | $54,701+58.1% | $86,188+0.4% | $71,457+21.1% |
| Participation rate | 43.7% | 60.1%-16.4pp | 69.0%-25.3pp | 67.9%-24.2pp |
| Annual return | 14.67% | 20.06%-5.4pp | 1168.45%-1153.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,573 | $3,108-17.2% | $3,985-35.4% | $4,289-40.0% |
| Admin fee / account holder | $2,301 | $1,922+19.8% | $6,852-66.4% | $1,587+45.0% |