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 | $80,865 | $44,960+79.9% | $84,966-4.8% | $74,495+8.6% |
| Participation rate | 14.6% | 49.4%-34.7pp | 67.5%-52.9pp | 67.2%-52.6pp |
| Annual return | 14.98% | 26.24%-11.3pp | 66.38%-51.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $878 | $2,731-67.8% | $4,519-80.6% | $4,346-79.8% |
| Admin fee / account holder | $1,830 | $2,209-17.2% | $6,149-70.2% | $1,942-5.8% |