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 | $23,589 | $47,479-50.3% | $62,929-62.5% | $82,448-71.4% |
| Participation rate | 35.5% | 66.9%-31.4pp | 73.1%-37.6pp | 68.1%-32.6pp |
| Annual return | 16.80% | 20.34%-3.5pp | 1063.93%-1047.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $160 | $1,885-91.5% | $2,505-93.6% | $2,551-93.7% |
| Participant deferral / active EE | $1,173 | $2,870-59.1% | $3,888-69.8% | $4,139-71.7% |
| Admin fee / account holder | $1,005 | $3,804-73.6% | $5,065-80.1% | $7,234-86.1% |