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 | $58,528 | $53,516+9.4% | $126,539-53.7% | $84,808-31.0% |
| Participation rate | 38.5% | 58.2%-19.8pp | 69.8%-31.4pp | 68.3%-29.8pp |
| Annual return | 14.10% | 58.34%-44.2pp | 425.95%-411.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $250 | $1,535-83.7% | $3,674-93.2% | $2,631-90.5% |
| Participant deferral / active EE | $1,245 | $2,671-53.4% | $4,083-69.5% | $4,212-70.4% |
| Admin fee / account holder | $2,186 | $4,497-51.4% | $6,065-64.0% | $7,344-70.2% |