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 | $59,702 | $105,998-43.7% | $92,233-35.3% | $147,584-59.5% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 11.72% | 50.05%-38.3pp | 176.28%-164.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $556 | $4,333-87.2% | $3,679-84.9% | $4,876-88.6% |
| Participant deferral / active EE | $2,226 | $4,478-50.3% | $3,897-42.9% | $5,439-59.1% |
| Admin fee / account holder | $29,549 | $6,332+366.6% | $5,194+469.0% | $10,885+171.5% |