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 | $25,045 | $105,181-76.2% | $159,436-84.3% | $85,850-70.8% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.8%-19.4pp | 69.3%-5.9pp |
| Annual return | 23.61% | 45.07%-21.5pp | 263.57%-240.0pp | 318.53%-294.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,180 | $5,945+4.0% | $7,352-15.9% | $3,952+56.4% |
| Admin fee / account holder | $4,677 | $6,933-32.5% | $10,799-56.7% | $6,260-25.3% |