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 | $63,706 | $86,944-26.7% | $107,525-40.8% | $74,304-14.3% |
| Participation rate | 35.3% | 59.6%-24.2pp | 75.1%-39.7pp | 60.3%-25.0pp |
| Annual return | 61.11% | 23.52%+37.6pp | 181.32%-120.2pp | 29.43%+31.7pp |
| Employer contribution / active EE | $239 | $2,757-91.3% | $3,754-93.6% | $2,241-89.3% |
| Participant deferral / active EE | $1,607 | $3,554-54.8% | $5,116-68.6% | $3,767-57.3% |
| Admin fee / account holder | $2,218 | $3,727-40.5% | $8,919-75.1% | $2,969-25.3% |