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 | $29,304 | $55,415-47.1% | $155,509-81.2% | $74,495-60.7% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.2pp | 67.2%-26.3pp |
| Annual return | 14.16% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $327 | $2,267-85.6% | $4,672-93.0% | $2,623-87.5% |
| Participant deferral / active EE | $1,886 | $2,836-33.5% | $5,626-66.5% | $4,346-56.6% |
| Admin fee / account holder | $935 | $1,738-46.2% | $15,912-94.1% | $1,942-51.8% |