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 | $50,055 | $63,346-21.0% | $92,233-45.7% | $70,131-28.6% |
| Participation rate | 25.0% | 68.7%-43.7pp | 76.5%-51.5pp | 69.5%-44.5pp |
| Annual return | 15.67% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,382 | $2,854-51.6% | $3,897-64.5% | $3,332-58.5% |
| Admin fee / account holder | $1,319 | $3,840-65.7% | $5,194-74.6% | $4,645-71.6% |