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 | $40,045 | $57,281-30.1% | $86,612-53.8% | $75,163-46.7% |
| Participation rate | 28.3% | 63.2%-34.9pp | 71.7%-43.4pp | 67.2%-38.9pp |
| Annual return | 14.14% | 2670.75%-2656.6pp | 591.07%-576.9pp | 160.62%-146.5pp |
| Employer contribution / active EE | $224 | $2,314-90.3% | $3,022-92.6% | $2,670-91.6% |
| Participant deferral / active EE | $1,038 | $3,318-68.7% | $4,438-76.6% | $4,125-74.8% |
| Admin fee / account holder | $315 | $4,112-92.3% | $5,614-94.4% | $5,651-94.4% |