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 | $28,599 | $85,202-66.4% | $172,739-83.4% | $72,985-60.8% |
| Participation rate | 64.1% | 70.1%-6.0pp | 82.6%-18.5pp | 69.5%-5.4pp |
| Annual return | 22.59% | 27.32%-4.7pp | 802.84%-780.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,564 | $3,260-21.4% | $5,198-50.7% | $3,607-28.9% |
| Admin fee / account holder | $2,292 | $5,884-61.0% | $13,954-83.6% | $5,124-55.3% |