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 | $47,508 | $36,767+29.2% | $81,478-41.7% | $62,292-23.7% |
| Participation rate | 23.2% | 54.4%-31.2pp | 68.0%-44.7pp | 69.5%-46.3pp |
| Annual return | 16.42% | 173.80%-157.4pp | 38.78%-22.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $884 | $2,111-58.1% | $3,537-75.0% | $3,169-72.1% |
| Admin fee / account holder | $1,282 | $797+60.8% | $4,561-71.9% | $479+167.5% |