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 | $67,126 | $100,041-32.9% | $149,718-55.2% | $70,131-4.3% |
| Participation rate | 64.1% | 83.6%-19.5pp | 87.1%-23.0pp | 69.5%-5.4pp |
| Annual return | 19.05% | 27.43%-8.4pp | 1501.63%-1482.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,638 | $4,983+13.1% | $6,569-14.2% | $3,332+69.2% |
| Admin fee / account holder | $2,113 | $8,286-74.5% | $11,283-81.3% | $4,645-54.5% |