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 | $37,826 | $56,484-33.0% | $169,463-77.7% | $64,186-41.1% |
| Participation rate | 24.0% | 64.5%-40.5pp | 77.8%-53.8pp | 69.6%-45.6pp |
| Annual return | 124.61% | -1.55%+126.2pp | 1.83%+122.8pp | 7.63%+117.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,764 | $3,448-48.8% | $5,277-66.6% | $3,470-49.2% |
| Admin fee / account holder | $438 | $4,174-89.5% | $9,109-95.2% | $4,888-91.0% |