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 | $65,381 | $63,346+3.2% | $92,233-29.1% | $70,131-6.8% |
| Participation rate | 44.7% | 68.7%-23.9pp | 76.5%-31.7pp | 69.5%-24.8pp |
| Annual return | 20.05% | 530.12%-510.1pp | 176.28%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $275 | $2,471-88.9% | $3,679-92.5% | $2,342-88.3% |
| Participant deferral / active EE | $1,746 | $2,854-38.8% | $3,897-55.2% | $3,332-47.6% |
| Admin fee / account holder | $4,395 | $3,840+14.4% | $5,194-15.4% | $4,645-5.4% |