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 | $28,306 | $60,323-53.1% | $81,812-65.4% | $74,495-62.0% |
| Participation rate | 34.7% | 62.9%-28.2pp | 72.3%-37.7pp | 67.2%-32.5pp |
| Annual return | 13.49% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $242 | $2,620-90.8% | $2,912-91.7% | $2,623-90.8% |
| Participant deferral / active EE | $1,007 | $3,387-70.3% | $4,319-76.7% | $4,346-76.8% |
| Admin fee / account holder | $2,641 | $1,486+77.8% | $7,386-64.2% | $1,942+36.0% |