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 | $58,003 | $98,750-41.3% | $149,696-61.3% | $79,858-27.4% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 67.54% | 27.43%+40.1pp | 276.60%-209.1pp | 31.71%+35.8pp |
| Employer contribution / active EE | $591 | $3,216-81.6% | $4,644-87.3% | $2,471-76.1% |
| Participant deferral / active EE | $5,911 | $5,680+4.1% | $6,842-13.6% | $3,740+58.0% |
| Admin fee / account holder | $371 | $6,053-93.9% | $9,309-96.0% | $5,306-93.0% |