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 | $105,036 | $115,770-9.3% | $101,248+3.7% | $158,922-33.9% |
| Participation rate | 42.1% | 79.4%-37.3pp | 75.8%-33.7pp | 82.0%-39.9pp |
| Annual return | 11.70% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $177 | $4,175-95.8% | $3,660-95.2% | $4,761-96.3% |
| Participant deferral / active EE | $1,766 | $4,957-64.4% | $4,370-59.6% | $5,982-70.5% |
| Admin fee / account holder | $32,778 | $7,245+352.4% | $5,945+451.3% | $11,246+191.5% |