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 | $69,075 | $54,701+26.3% | $86,188-19.9% | $71,457-3.3% |
| Participation rate | 29.7% | 60.1%-30.4pp | 69.0%-39.2pp | 67.9%-38.2pp |
| Annual return | 19.18% | 20.06%-0.9pp | 1168.45%-1149.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,433 | $3,108-53.9% | $3,985-64.1% | $4,289-66.6% |
| Admin fee / account holder | $967 | $1,922-49.7% | $6,852-85.9% | $1,587-39.1% |