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 | $24,210 | $85,766-71.8% | $136,294-82.2% | $70,131-65.5% |
| Participation rate | 47.2% | 74.2%-27.0pp | 81.9%-34.8pp | 69.5%-22.4pp |
| Annual return | 25.33% | 31.45%-6.1pp | 5155.94%-5130.6pp | 73.14%-47.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,259 | $5,051+4.1% | $6,247-15.8% | $3,332+57.8% |
| Admin fee / account holder | $323 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |