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 | $61,557 | $106,890-42.4% | $84,015-26.7% | $152,861-59.7% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 16.78% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $118 | $2,734-95.7% | $1,983-94.1% | $4,762-97.5% |
| Participant deferral / active EE | $1,587 | $4,011-60.4% | $3,239-51.0% | $5,850-72.9% |
| Admin fee / account holder | $5,224 | $8,285-36.9% | $6,101-14.4% | $11,596-55.0% |