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 | $162,542 | $165,984-2.1% | $164,813-1.4% | $145,922+11.4% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.6%-31.5pp | 80.3%-33.2pp |
| Annual return | 14.16% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,112 | $5,273-78.9% | $4,341-74.4% | $4,660-76.1% |
| Participant deferral / active EE | $3,274 | $6,959-53.0% | $6,031-45.7% | $6,688-51.1% |
| Admin fee / account holder | $15,012 | $16,648-9.8% | $12,690+18.3% | $13,397+12.1% |