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 5-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 | $19,572 | $52,406-62.7% | $129,207-84.9% | $74,495-73.7% |
| Participation rate | 23.6% | 53.8%-30.2pp | 69.6%-46.0pp | 67.2%-43.6pp |
| Annual return | 25.30% | 15.66%+9.6pp | 9417.33%-9392.0pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,842 | $2,794-34.1% | $4,168-55.8% | $4,346-57.6% |
| Admin fee / account holder | $615 | $2,633-76.6% | $7,715-92.0% | $1,942-68.3% |