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 | $23,771 | $89,355-73.4% | $141,162-83.2% | $72,985-67.4% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 21.23% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,200 | $5,418-40.9% | $6,709-52.3% | $3,607-11.3% |
| Admin fee / account holder | $619 | $5,958-89.6% | $10,261-94.0% | $5,124-87.9% |