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 | $66,801 | $115,770-42.3% | $101,248-34.0% | $158,922-58.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 14.98% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $679 | $4,175-83.7% | $3,660-81.4% | $4,761-85.7% |
| Participant deferral / active EE | $2,467 | $4,957-50.2% | $4,370-43.5% | $5,982-58.8% |
| Admin fee / account holder | $14,032 | $7,245+93.7% | $5,945+136.0% | $11,246+24.8% |