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 | $35,925 | $63,346-43.3% | $92,233-61.1% | $70,131-48.8% |
| Participation rate | 34.5% | 68.7%-34.2pp | 76.5%-42.0pp | 69.5%-35.1pp |
| Annual return | 19.67% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $195 | $2,471-92.1% | $3,679-94.7% | $2,342-91.7% |
| Participant deferral / active EE | $2,703 | $2,854-5.3% | $3,897-30.6% | $3,332-18.9% |
| Admin fee / account holder | $453 | $3,840-88.2% | $5,194-91.3% | $4,645-90.3% |