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 | $38,494 | $43,133-10.8% | $89,391-56.9% | $73,488-47.6% |
| Participation rate | 18.9% | 55.0%-36.0pp | 68.0%-49.1pp | 70.7%-51.8pp |
| Annual return | 21.60% | 135.66%-114.1pp | 245.62%-224.0pp | 28.51%-6.9pp |
| Employer contribution / active EE | $183 | $1,438-87.3% | $2,586-92.9% | $2,270-91.9% |
| Participant deferral / active EE | $736 | $2,445-69.9% | $3,890-81.1% | $3,740-80.3% |
| Admin fee / account holder | $364 | $444-17.9% | $4,881-92.5% | $513-29.0% |