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 | $25,375 | $173,345-85.4% | $136,007-81.3% | $145,922-82.6% |
| Participation rate | 43.8% | 80.5%-36.7pp | 76.5%-32.7pp | 80.3%-36.5pp |
| Annual return | 8.53% | 1163.32%-1154.8pp | 579.32%-570.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $143 | $5,278-97.3% | $4,217-96.6% | $4,660-96.9% |
| Participant deferral / active EE | $2,713 | $8,699-68.8% | $7,025-61.4% | $6,688-59.4% |
| Admin fee / account holder | $11,865 | $9,954+19.2% | $6,858+73.0% | $13,397-11.4% |