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 | $26,542 | $98,750-73.1% | $149,696-82.3% | $79,858-66.8% |
| Participation rate | 69.7% | 75.8%-6.0pp | 82.5%-12.7pp | 69.6%+0.1pp |
| Annual return | 33.76% | 27.43%+6.3pp | 276.60%-242.8pp | 31.71%+2.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,579 | $5,680+51.0% | $6,842+25.4% | $3,740+129.4% |
| Admin fee / account holder | $877 | $6,053-85.5% | $9,309-90.6% | $5,306-83.5% |