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 | $73,275 | $99,652-26.5% | $78,778-7.0% | $147,584-50.3% |
| Participation rate | 35.0% | 76.2%-41.2pp | 69.2%-34.2pp | 82.8%-47.8pp |
| Annual return | 12.33% | 47.28%-35.0pp | 35.62%-23.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $186 | $2,796-93.3% | $1,986-90.6% | $4,876-96.2% |
| Participant deferral / active EE | $1,152 | $3,664-68.6% | $2,958-61.1% | $5,439-78.8% |
| Admin fee / account holder | $363 | $7,155-94.9% | $5,134-92.9% | $10,885-96.7% |