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 | $17,679 | $29,319-39.7% | $52,425-66.3% | $82,448-78.6% |
| Participation rate | 27.8% | 46.9%-19.1pp | 55.6%-27.8pp | 68.1%-40.3pp |
| Annual return | 17.18% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $655 | $1,171-44.1% | $1,790-63.4% | $4,139-84.2% |
| Admin fee / account holder | $9,255 | $1,962+371.7% | $2,495+270.9% | $7,234+27.9% |