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 | $50,715 | $80,812-37.2% | $160,784-68.5% | $82,448-38.5% |
| Participation rate | 63.0% | 66.2%-3.2pp | 77.0%-13.9pp | 68.1%-5.0pp |
| Annual return | 20.08% | 100.59%-80.5pp | 1803.92%-1783.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $367 | $2,174-83.1% | $3,733-90.2% | $2,551-85.6% |
| Participant deferral / active EE | $2,689 | $4,335-38.0% | $6,293-57.3% | $4,139-35.0% |
| Admin fee / account holder | $3,823 | $7,695-50.3% | $9,717-60.7% | $7,234-47.2% |