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 | $59,076 | $105,998-44.3% | $92,233-35.9% | $147,584-60.0% |
| Participation rate | 47.1% | 80.4%-33.4pp | 76.5%-29.4pp | 82.8%-35.8pp |
| Annual return | 11.93% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $114 | $4,333-97.4% | $3,679-96.9% | $4,876-97.7% |
| Participant deferral / active EE | $1,144 | $4,478-74.5% | $3,897-70.6% | $5,439-79.0% |
| Admin fee / account holder | $14,598 | $6,332+130.5% | $5,194+181.1% | $10,885+34.1% |