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 | $156,167 | $59,402+162.9% | $93,654+66.7% | $74,546+109.5% |
| Participation rate | 28.8% | 59.7%-30.8pp | 68.7%-39.9pp | 67.2%-38.4pp |
| Annual return | 15.26% | 81.86%-66.6pp | 133.34%-118.1pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $32 | $1,265-97.4% | $2,421-98.7% | $2,624-98.8% |
| Participant deferral / active EE | $2,088 | $3,049-31.5% | $4,413-52.7% | $4,347-52.0% |
| Admin fee / account holder | $21,193 | $3,023+601.1% | $8,282+155.9% | $1,944+990.4% |