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 | $59,417+162.8% | $93,606+66.8% | $74,495+109.6% |
| Participation rate | 28.8% | 59.7%-30.8pp | 68.7%-39.9pp | 67.2%-38.4pp |
| Annual return | 15.26% | 81.83%-66.6pp | 133.20%-117.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $32 | $1,264-97.4% | $2,420-98.7% | $2,623-98.8% |
| Participant deferral / active EE | $2,088 | $3,050-31.5% | $4,411-52.7% | $4,346-51.9% |
| Admin fee / account holder | $21,193 | $3,021+601.4% | $8,285+155.8% | $1,942+991.5% |