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 | $23,971 | $58,234-58.8% | $81,783-70.7% | $80,874-70.4% |
| Participation rate | 31.3% | 63.4%-32.2pp | 72.4%-41.1pp | 67.6%-36.4pp |
| Annual return | 17.64% | 41.70%-24.1pp | 775.05%-757.4pp | 35.62%-18.0pp |
| Employer contribution / active EE | $195 | $2,341-91.7% | $2,913-93.3% | $2,756-92.9% |
| Participant deferral / active EE | $945 | $3,283-71.2% | $4,320-78.1% | $4,297-78.0% |
| Admin fee / account holder | $494 | $4,982-90.1% | $7,380-93.3% | $6,935-92.9% |