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 | $47,607 | $58,208-18.2% | $81,812-41.8% | $80,856-41.1% |
| Participation rate | 35.4% | 63.4%-28.0pp | 72.3%-36.9pp | 67.6%-32.2pp |
| Annual return | 11.88% | 41.66%-29.8pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $210 | $2,340-91.0% | $2,912-92.8% | $2,755-92.4% |
| Participant deferral / active EE | $2,266 | $3,281-30.9% | $4,319-47.5% | $4,296-47.3% |
| Admin fee / account holder | $1,605 | $4,981-67.8% | $7,386-78.3% | $6,918-76.8% |