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 8-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 | $57,604 | $58,208-1.0% | $81,812-29.6% | $80,856-28.8% |
| Participation rate | 18.4% | 63.4%-45.0pp | 72.3%-54.0pp | 67.6%-49.2pp |
| Annual return | 18.18% | 41.66%-23.5pp | 773.79%-755.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,712 | $3,281-47.8% | $4,319-60.4% | $4,296-60.2% |
| Admin fee / account holder | $770 | $4,981-84.5% | $7,386-89.6% | $6,918-88.9% |