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 | $23,287 | $85,766-72.8% | $136,294-82.9% | $70,131-66.8% |
| Participation rate | 41.3% | 74.2%-32.9pp | 81.9%-40.6pp | 69.5%-28.2pp |
| Annual return | 21.41% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,172 | $5,051-37.2% | $6,247-49.2% | $3,332-4.8% |
| Admin fee / account holder | $4,220 | $5,420-22.1% | $9,243-54.3% | $4,645-9.2% |