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 3-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 | $27,763 | $83,902-66.9% | $167,512-83.4% | $84,808-67.3% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.1%-52.1pp | 68.3%-43.3pp |
| Annual return | 17.43% | 91.55%-74.1pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,011 | $4,442-9.7% | $6,405-37.4% | $4,212-4.8% |
| Admin fee / account holder | $10,078 | $7,915+27.3% | $9,769+3.2% | $7,344+37.2% |