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 | $45,036 | $98,982-54.5% | $162,163-72.2% | $65,185-30.9% |
| Participation rate | 61.0% | 85.8%-24.8pp | 87.6%-26.6pp | 70.2%-9.2pp |
| Annual return | 24.38% | 24.84%-0.5pp | 115.59%-91.2pp | 29.38%-5.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,701 | $5,384-31.3% | $7,298-49.3% | $3,514+5.3% |
| Admin fee / account holder | $1,644 | $596+175.7% | $10,843-84.8% | $847+94.1% |