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 | $51,134 | $48,277+5.9% | $67,511-24.3% | $80,874-36.8% |
| Participation rate | 9.8% | 66.4%-56.6pp | 72.9%-63.1pp | 67.6%-57.8pp |
| Annual return | 11.74% | 18.27%-6.5pp | 3517.41%-3505.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $280 | $2,021-86.2% | $2,733-89.8% | $2,756-89.9% |
| Participant deferral / active EE | $1,048 | $2,926-64.2% | $4,000-73.8% | $4,297-75.6% |
| Admin fee / account holder | $9,819 | $3,687+166.3% | $3,999+145.5% | $6,935+41.6% |