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 | $43,694 | $78,485-44.3% | $106,213-58.9% | $74,495-41.3% |
| Participation rate | 36.1% | 72.8%-36.7pp | 75.3%-39.2pp | 67.2%-31.1pp |
| Annual return | 11.78% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $609 | $2,523-75.9% | $3,171-80.8% | $2,623-76.8% |
| Participant deferral / active EE | $2,308 | $4,322-46.6% | $5,016-54.0% | $4,346-46.9% |
| Admin fee / account holder | $5,293 | $2,232+137.2% | $11,033-52.0% | $1,942+172.6% |