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 | $26,468 | $157,256-83.2% | $141,162-81.2% | $152,861-82.7% |
| Participation rate | 36.8% | 84.8%-48.0pp | 82.5%-45.6pp | 82.4%-45.6pp |
| Annual return | 67.65% | 64.32%+3.3pp | 71.39%-3.7pp | 345.32%-277.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,542 | $7,109-64.2% | $6,709-62.1% | $5,850-56.6% |
| Admin fee / account holder | $1,528 | $12,120-87.4% | $10,261-85.1% | $11,596-86.8% |