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 | $44,431 | $57,281-22.4% | $86,612-48.7% | $75,163-40.9% |
| Participation rate | 22.4% | 63.2%-40.7pp | 71.7%-49.2pp | 67.2%-44.7pp |
| Annual return | 17.17% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $162 | $2,314-93.0% | $3,022-94.6% | $2,670-93.9% |
| Participant deferral / active EE | $1,133 | $3,318-65.8% | $4,438-74.5% | $4,125-72.5% |
| Admin fee / account holder | $1,661 | $4,112-59.6% | $5,614-70.4% | $5,651-70.6% |