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 | $58,208-58.8% | $81,812-70.7% | $80,856-70.4% |
| Participation rate | 31.3% | 63.4%-32.2pp | 72.3%-41.1pp | 67.6%-36.4pp |
| Annual return | 17.64% | 41.66%-24.0pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $195 | $2,340-91.7% | $2,912-93.3% | $2,755-92.9% |
| Participant deferral / active EE | $945 | $3,281-71.2% | $4,319-78.1% | $4,296-78.0% |
| Admin fee / account holder | $494 | $4,981-90.1% | $7,386-93.3% | $6,918-92.9% |