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 4-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 | $51,797 | $102,382-49.4% | $147,005-64.8% | $80,874-36.0% |
| Participation rate | 16.0% | 75.8%-59.8pp | 82.2%-66.2pp | 67.6%-51.6pp |
| Annual return | 13.05% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $576 | $3,715-84.5% | $4,934-88.3% | $2,756-79.1% |
| Participant deferral / active EE | $2,911 | $6,646-56.2% | $8,070-63.9% | $4,297-32.3% |
| Admin fee / account holder | $805 | $7,942-89.9% | $13,006-93.8% | $6,935-88.4% |