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 | $25,688 | $63,346-59.4% | $92,233-72.1% | $70,131-63.4% |
| Participation rate | 51.9% | 68.7%-16.7pp | 76.5%-24.5pp | 69.5%-17.6pp |
| Annual return | 30.64% | 530.12%-499.5pp | 176.28%-145.6pp | 73.14%-42.5pp |
| Employer contribution / active EE | $487 | $2,471-80.3% | $3,679-86.8% | $2,342-79.2% |
| Participant deferral / active EE | $1,406 | $2,854-50.7% | $3,897-63.9% | $3,332-57.8% |
| Admin fee / account holder | $1,702 | $3,840-55.7% | $5,194-67.2% | $4,645-63.4% |