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 | $49,926 | $58,694-14.9% | $142,863-65.1% | $85,850-41.8% |
| Participation rate | 46.9% | 58.5%-11.6pp | 71.9%-25.1pp | 69.3%-22.4pp |
| Annual return | 30.07% | 27.72%+2.3pp | 5637.54%-5607.5pp | 318.53%-288.5pp |
| Employer contribution / active EE | $246 | $1,423-82.7% | $4,144-94.1% | $2,565-90.4% |
| Participant deferral / active EE | $2,124 | $2,607-18.5% | $3,837-44.6% | $3,952-46.3% |
| Admin fee / account holder | $1,275 | $4,239-69.9% | $6,560-80.6% | $6,260-79.6% |