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 | $58,794 | $38,365+53.2% | $84,611-30.5% | $65,185-9.8% |
| Participation rate | 21.8% | 55.7%-33.8pp | 68.2%-46.4pp | 70.2%-48.4pp |
| Annual return | 22.64% | 32.00%-9.4pp | 258.74%-236.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $976 | $2,278-57.2% | $3,899-75.0% | $3,514-72.2% |
| Admin fee / account holder | $3,296 | $451+630.3% | $4,912-32.9% | $847+289.1% |