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 | $63,259 | $53,127+19.1% | $86,590-26.9% | $70,131-9.8% |
| Participation rate | 10.9% | 65.3%-54.4pp | 73.5%-62.7pp | 69.5%-58.7pp |
| Annual return | 15.68% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $188 | $2,068-90.9% | $2,839-93.4% | $2,342-92.0% |
| Participant deferral / active EE | $1,129 | $2,696-58.1% | $3,609-68.7% | $3,332-66.1% |
| Admin fee / account holder | $6,594 | $3,585+83.9% | $4,906+34.4% | $4,645+42.0% |