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 | $59,899 | $48,364+23.9% | $71,796-16.6% | $62,891-4.8% |
| Participation rate | 63.0% | 60.6%+2.3pp | 69.1%-6.1pp | 69.3%-6.3pp |
| Annual return | 5.99% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,710 | $2,091+29.6% | $2,794-3.0% | $3,203-15.4% |
| Admin fee / account holder | $2,167 | $3,771-42.5% | $4,815-55.0% | $4,296-49.6% |